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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 · WEST DES MOINES, IA 50266 | Contract Administrator | $33,253 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Advisory (Plan) | $12,559 |
ABCM CORPORATION5 years Service code 99 PO BOX 436 · HAMPTON, IA 50441 | Other Fees | $10,600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,860 | $50,151-72.4% | $149,696-90.7% | $80,157-82.7% |
| Participation rate | 90.2% | 64.3%+25.9pp | 78.8%+11.5pp | 72.9%+17.3pp |
| Annual return | 14.77% | 29.80%-15.0pp | 134.46%-119.7pp | 40.39%-25.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $1,601 | $3,194-49.9% | $5,682-71.8% | $5,015-68.1% |
| Admin fee / account holder | $78 | $153-49.1% | $13,212-99.4% | $145-46.4% |