Filed October 16, 2015
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,272 |
Service code 55 | Other Commissions | $18,019 |
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PARKWAY, SUITE 101 · W. DES MOINES, IA 50266 | Contract Administrator | $5,144 |
THE FINWAY GROUP4 years Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $2,318 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,628 | $55,470-37.6% | $155,556-77.7% | $74,478-53.5% |
| Participation rate | 86.3% | 61.9%+24.4pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 12.87% | 269.80%-256.9pp | 64.84%-52.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,151 | $2,267-49.2% | $4,675-75.4% | $2,626-56.2% |
| Participant deferral / active EE | $2,255 | $2,838-20.6% | $5,631-60.0% | $4,350-48.2% |
| Admin fee / account holder | $310 | $1,744-82.2% | $15,885-98.1% | $1,946-84.1% |