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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP3 years Filed as: THE FINWAY GROUP LLC Service code 13 · EIN 42-1468222 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $13,770 |
Filed as: BROKERS INTERNATIONAL FINANCIAL SRV Service code 27 4135 NW URBANDALE DR · URBANDALE, IA 50322 | Advisory (Plan) | $10,779 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,515 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,377 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,405 | $54,573-26.0% | $90,970-55.6% | $73,497-45.0% |
| Participation rate | 61.9% | 61.2%+0.7pp | 69.0%-7.1pp | 70.7%-8.8pp |
| Annual return | 3.30% | 16.69%-13.4pp | 134.60%-131.3pp | 28.51%-25.2pp |
| Employer contribution / active EE | $372 | $991-62.5% | $2,122-82.5% | $2,270-83.6% |
| Participant deferral / active EE | $2,478 | $2,517-1.5% | $3,373-26.5% | $3,740-33.7% |
| Admin fee / account holder | $320 | $521-38.7% | $5,961-94.6% | $513-37.7% |