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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $30,756 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,912 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06786 | Contract Administrator | $6,290 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,173 | $64,176+59.2% | $112,249-9.0% | $66,938+52.6% |
| Participation rate | 79.8% | 68.4%+11.4pp | 75.1%+4.8pp | 69.8%+10.0pp |
| Annual return | -13.92% | -13.80%-0.1pp | 27.48%-41.4pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,819 | $3,007-39.5% | $3,636-50.0% | $2,545-28.5% |
| Participant deferral / active EE | $7,746 | $3,694+109.7% | $4,729+63.8% | $4,238+82.8% |
| Admin fee / account holder | $473 | $626-24.4% | $6,412-92.6% | $594-20.2% |