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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,876 |
BISON WEALTH LLC3 years Service code 27 75 14TH STREET STE 2400 · ATLANTA, GA 30309 | Advisory (Plan) | $19,026 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,752 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,517 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $743 |
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.
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 | $22,557 | $82,979-72.8% | $102,412-78.0% | $77,736-71.0% |
| Participation rate | 94.3% | 71.5%+22.7pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 9.82% | 19.11%-9.3pp | 24.94%-15.1pp | 31.26%-21.4pp |
| Employer contribution / active EE | $1,798 | $3,554-49.4% | $3,870-53.5% | $2,728-34.1% |
| Participant deferral / active EE | $3,390 | $4,109-17.5% | $5,060-33.0% | $4,651-27.1% |
| Admin fee / account holder | $161 | $639-74.8% | $8,388-98.1% | $433-62.8% |