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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $69,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,133 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,403 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,185 | $89,067+47.3% | $102,423+28.1% | $77,714+68.8% |
| Participation rate | 97.7% | 80.9%+16.7pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 17.32% | 25.01%-7.7pp | 29.42%-12.1pp | 31.26%-13.9pp |
| Employer contribution / active EE | $4,435 | $2,699+64.3% | $3,023+46.7% | $2,727+62.6% |
| Participant deferral / active EE | $7,115 | $5,147+38.2% | $5,054+40.8% | $4,649+53.0% |
| Admin fee / account holder | $198 | $236-15.9% | $9,455-97.9% | $433-54.3% |