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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $59,017 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $35,927 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,351 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,702 | $72,303+37.9% | $86,691+15.0% | $64,814+53.8% |
| Participation rate | 97.3% | 80.4%+16.8pp | 76.6%+20.7pp | 71.5%+25.8pp |
| Annual return | -15.50% | 392.77%-408.3pp | 35.94%-51.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $3,895 | $2,393+62.8% | $2,837+37.3% | $2,507+55.4% |
| Participant deferral / active EE | $6,252 | $4,660+34.2% | $4,656+34.3% | $4,310+45.0% |
| Admin fee / account holder | $172 | $174-1.2% | $7,492-97.7% | $188-8.5% |