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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,046 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06786 | Contract Administrator | $5,721 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,488 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $121,430 | $63,114+92.4% | $92,909+30.7% | $65,185+86.3% |
| Participation rate | 72.5% | 68.8%+3.7pp | 76.0%-3.5pp | 70.2%+2.3pp |
| Annual return | 24.56% | 28.75%-4.2pp | 109.44%-84.9pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,051 | $2,571-59.1% | $3,653-71.2% | $2,177-51.7% |
| Participant deferral / active EE | $6,378 | $3,108+105.2% | $4,238+50.5% | $3,514+81.5% |
| Admin fee / account holder | $26 | $624-95.9% | $5,795-99.6% | $847-97.0% |