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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARSON CAPITAL MANAGEMENT LLC Service code 27 · EIN 41-1689533 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $14,816 |
NATIONWIDE7 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,350 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 42-1451295 1075 JORDAN CREEK PARKWAY STE 270 · WEST DES MOINES, IA 50266 | Recordkeeping | $8,402 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $4,392 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,327 | $64,176-57.4% | $112,263-75.7% | $66,949-59.2% |
| Participation rate | 57.8% | 68.4%-10.6pp | 75.1%-17.2pp | 69.8%-12.0pp |
| Annual return | -19.83% | -13.80%-6.0pp | 27.49%-47.3pp | 1.57%-21.4pp |
| Employer contribution / active EE | $1,076 | $3,007-64.2% | $3,636-70.4% | $2,545-57.7% |
| Participant deferral / active EE | $1,879 | $3,694-49.1% | $4,729-60.3% | $4,239-55.7% |
| Admin fee / account holder | $155 | $626-75.2% | $6,410-97.6% | $594-73.8% |