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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $34,988 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,353 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $924 |
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 | $88,020 | $65,118+35.2% | $76,768+14.7% | $55,725+58.0% |
| Participation rate | 96.8% | 79.6%+17.1pp | 77.0%+19.8pp | 70.9%+25.9pp |
| Annual return | -4.18% | -1.27%-2.9pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $3,297 | $1,941+69.8% | $2,485+32.7% | $2,078+58.6% |
| Participant deferral / active EE | $5,199 | $3,688+41.0% | $3,852+35.0% | $3,356+54.9% |
| Admin fee / account holder | $132 | $116+14.3% | $6,675-98.0% | $115+15.0% |