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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $13,795 |
Service code 99 4923 N COLLEGE AVE STE 25 · INDIANAPOLIS, IN 46205 | Other Fees | $3,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,538 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,224 |
WONT STOP HOSPITALITY INC1+ years Service code 99 4923 N COLLEGE AVE STE 25 · INDIANAPOLIS, IN 46205 | Other Fees | $500 |
PAYROLL INTEGRATIONS INC1+ years Service code 99 270 N EL CAMINO REAL STE F321 · ENCINITAS, CA 92024 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,734 | $29,548-26.4% | $56,411-61.5% | $77,643-72.0% |
| Participation rate | 40.7% | 32.7%+8.0pp | 52.5%-11.8pp | 70.6%-29.9pp |
| Annual return | 13.37% | 19.01%-5.6pp | 1701.33%-1688.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $745 | $568+31.3% | $1,039-28.2% | $2,726-72.7% |
| Participant deferral / active EE | $1,271 | $1,061+19.8% | $1,952-34.9% | $4,647-72.7% |
| Admin fee / account holder | $118 | $1,046-88.8% | $2,829-95.8% | $430-72.7% |