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.
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| 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 | $26,349 |
Service code 55 | Other Commissions | $13,102 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY, SUITE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $4,302 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP, LLC Service code 13 | Contract Administrator | $2,192 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,340 | $65,125-54.9% | $143,797-79.6% | $66,949-56.2% |
| Participation rate | 83.6% | 65.2%+18.4pp | 80.3%+3.3pp | 69.8%+13.8pp |
| Annual return | -13.48% | -11.13%-2.3pp | -0.04%-13.4pp | 1.57%-15.0pp |
| Employer contribution / active EE | $1,197 | $2,362-49.3% | $4,952-75.8% | $2,545-53.0% |
| Participant deferral / active EE | $2,352 | $2,920-19.5% | $5,638-58.3% | $4,239-44.5% |
| Admin fee / account holder | $217 | $503-56.8% | $14,679-98.5% | $594-63.4% |