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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $28,774 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,702 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,039 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $1,181 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,596 | $81,487+60.3% | $102,412+27.5% | $80,935+61.4% |
| Participation rate | 87.6% | 66.8%+20.8pp | 74.5%+13.1pp | 67.7%+20.0pp |
| Annual return | 18.41% | 25.60%-7.2pp | 24.94%-6.5pp | 35.66%-17.2pp |
| Employer contribution / active EE | $3,139 | $3,103+1.2% | $3,870-18.9% | $2,757+13.9% |
| Participant deferral / active EE | $10,830 | $3,871+179.8% | $5,060+114.0% | $4,299+151.9% |
| Admin fee / account holder | $351 | $6,717-94.8% | $8,388-95.8% | $6,924-94.9% |