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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY COMPANY OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,797 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 · EIN 52-2114207 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $14,053 |
Service code 13 · EIN 93-0839718 3235 HILLCREST PARK DRIVE · MEDFORD, OR 97504 | Contract Administrator | $6,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,363 | $122,128-90.7% | $147,117-92.3% | $200,096-94.3% |
| Participation rate | 12.0% | 78.2%-66.2pp | 82.2%-70.2pp | 72.0%-60.1pp |
| Annual return | 15.66% | 30.58%-14.9pp | 420.54%-404.9pp | 34.26%-18.6pp |
| Employer contribution / active EE | $218 | $4,093-94.7% | $4,932-95.6% | $3,038-92.8% |
| Participant deferral / active EE | $399 | $8,484-95.3% | $8,065-95.1% | $5,090-92.2% |
| Admin fee / account holder | $186 | $180+3.9% | $12,993-98.6% | $269-30.8% |