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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $74,279 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $25,717 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,923 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,290 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 | $21,142 | $48,744-56.6% | $93,696-77.4% | $199,960-89.4% |
| Participation rate | 29.4% | 63.7%-34.3pp | 68.7%-39.3pp | 72.0%-42.6pp |
| Annual return | 14.54% | 15.36%-0.8pp | 133.74%-119.2pp | 34.28%-19.7pp |
| Employer contribution / active EE | $344 | $1,140-69.8% | $2,422-85.8% | $3,036-88.7% |
| Participant deferral / active EE | $1,080 | $2,825-61.8% | $4,417-75.5% | $5,087-78.8% |
| Admin fee / account holder | $360 | $195+84.3% | $8,287-95.7% | $269+33.6% |