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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 | $61,562 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Other Commissions | $23,207 |
AVINTUS3+ years Service code 13 · EIN 04-3682160 113 SEABAORD LANE, STE B150 · FRANKLIN, TN 37067 | Contract Administrator | $8,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SVCS Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $13,511 | $56,443-76.1% | $83,850-83.9% | $55,725-75.8% |
| Participation rate | 50.7% | 72.0%-21.3pp | 76.1%-25.4pp | 70.9%-20.1pp |
| Annual return | -7.66% | 393.67%-401.3pp | 850.92%-858.6pp | 244.93%-252.6pp |
| Employer contribution / active EE | $444 | $2,682-83.5% | $3,631-87.8% | $2,078-78.6% |
| Participant deferral / active EE | $1,662 | $2,965-43.9% | $4,082-59.3% | $3,356-50.5% |
| Admin fee / account holder | $142 | $156-9.3% | $5,478-97.4% | $115+23.0% |