Filed July 4, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $17,233 |
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,403 |
Filed as: NORTHWEST WEALTH MANAGEMENT LLC Service code 27 705 GRAND AVE. · SPENCER, IA 51301 | Advisory (Plan) | $7,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,362 | $37,196-34.5% | $154,108-84.2% | $55,725-56.3% |
| Participation rate | 40.3% | 64.1%-23.8pp | 83.0%-42.8pp | 70.9%-30.6pp |
| Annual return | -7.50% | 1319.68%-1327.2pp | 735.21%-742.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $206 | $1,614-87.3% | $5,298-96.1% | $2,078-90.1% |
| Participant deferral / active EE | $802 | $2,068-61.2% | $5,081-84.2% | $3,356-76.1% |
| Admin fee / account holder | $234 | $102+130.5% | $13,411-98.3% | $115+103.3% |