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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,736 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $18,750 |
AVINTUS2+ years Service code 13 · EIN 04-3682160 113 SEABAORD LANE, STE B150 · FRANKLIN, TN 37067 | Contract Administrator | $6,125 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,294 | $60,545-78.0% | $92,240-85.6% | $69,631-80.9% |
| Participation rate | 63.2% | 72.2%-8.9pp | 76.5%-13.2pp | 70.7%-7.4pp |
| Annual return | 22.85% | 19.71%+3.1pp | 176.29%-153.4pp | 27571.02%-27548.2pp |
| Employer contribution / active EE | $695 | $2,633-73.6% | $3,680-81.1% | $2,032-65.8% |
| Participant deferral / active EE | $1,858 | $2,828-34.3% | $3,897-52.3% | $3,224-42.4% |
| Admin fee / account holder | $112 | $145-22.5% | $5,194-97.8% | $110+1.6% |