Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,956 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06786 | Contract Administrator | $6,780 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $117,272 | $76,669+53.0% | $96,520+21.5% | $71,495+64.0% |
| Participation rate | 80.2% | 66.6%+13.6pp | 74.3%+5.8pp | 67.9%+12.3pp |
| Annual return | 20.88% | 48.29%-27.4pp | 35.72%-14.8pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,763 | $3,031-8.8% | $3,739-26.1% | $2,589+6.7% |
| Participant deferral / active EE | $8,605 | $3,771+128.2% | $4,879+76.4% | $4,291+100.5% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |