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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $100,649 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,315 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,873 | $62,132+331.1% | $185,835+44.1% | $73,493+264.5% |
| Participation rate | 75.4% | 67.8%+7.6pp | 78.0%-2.6pp | 70.7%+4.8pp |
| Annual return | 9.00% | 20.44%-11.4pp | 35.96%-27.0pp | 28.51%-19.5pp |
| Employer contribution / active EE | $3,754 | $1,681+123.3% | $4,087-8.2% | $2,270+65.4% |
| Participant deferral / active EE | $12,341 | $3,711+232.5% | $5,633+119.1% | $3,740+230.0% |
| Admin fee / account holder | $590 | $419+40.8% | $9,502-93.8% | $513+14.9% |