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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUTIY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,422 |
THE FINWAY GROUP10+ years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $20,679 |
NORTHWEST WEALTH MANAGEMENT, LLC11+ years Service code 27 705 GRAND AVE · SPENCER, IA 51301 | Advisory (Plan) | $17,085 |
Service code 99 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Fees | $3,164 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,030-100.0% | $135,768-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 76.2%-76.2pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | -100.15% | 678.39%-778.5pp | 526.10%-626.2pp | 148.84%-249.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |