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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,149 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 65 | Account Maintenance | $2,631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $7,361 | $59,105-87.5% | $160,009-95.4% | $66,938-89.0% |
| Participation rate | 93.9% | 68.1%+25.8pp | 78.0%+15.9pp | 69.8%+24.1pp |
| Annual return | -14.59% | -12.26%-2.3pp | 408.85%-423.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,545 | $1,983-22.1% | $4,225-63.4% | $2,545-39.3% |
| Participant deferral / active EE | $2,862 | $4,395-34.9% | $6,183-53.7% | $4,238-32.5% |
| Admin fee / account holder | $646 | $591+9.3% | $8,715-92.6% | $594+8.8% |