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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS INS. AGENCY Service code 27 · EIN 54-0910269 | Advisory (Plan) | $27,728 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $20,144 |
BENEFIT CONSULTANTS GROUP9 years Service code 13 · EIN 23-2383285 | Contract Administrator | $7,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,827 | $65,084+50.3% | $67,681+44.5% | $64,340+52.0% |
| Participation rate | 60.7% | 66.7%-6.0pp | 73.7%-13.0pp | 55.2%+5.5pp |
| Annual return | 10.86% | 20.50%-9.6pp | 590.58%-579.7pp | 24.14%-13.3pp |
| Employer contribution / active EE | $3,804 | $2,398+58.6% | $2,678+42.0% | $1,862+104.3% |
| Participant deferral / active EE | $3,081 | $3,210-4.0% | $3,976-22.5% | $2,980+3.4% |
| Admin fee / account holder | $141 | $1,415-90.0% | $6,100-97.7% | $3,703-96.2% |