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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP1+ years Service code 49 · EIN 42-1468222 | Other Services | $48,092 |
NORTHWEST WEALTH MANAGEMENT, LLC1+ years Filed as: NORTHWEST WEALTH MANAGEMENT Service code 99 | Other Fees | $19,502 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
NORTHWEST WEALTH MANAGEMENT, LLC1+ years Service code 99 · EIN 27-1527316 705 GRAND AVE · SPENCER, IA 51301 | Other Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,255 | $62,928-61.5% | $172,739-86.0% | $67,579-64.1% |
| Participation rate | 95.7% | 64.5%+31.2pp | 82.6%+13.0pp | 71.3%+24.4pp |
| Annual return | 18.03% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,168 | $1,636-28.6% | $5,143-77.3% | $2,148-45.6% |
| Participant deferral / active EE | $2,410 | $2,145+12.4% | $5,198-53.6% | $3,539-31.9% |
| Admin fee / account holder | $139 | $167-16.5% | $13,954-99.0% | $142-2.2% |