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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,463 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $29,998 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,286 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,879 | $66,486-9.9% | $81,370-26.4% | $77,762-23.0% |
| Participation rate | 92.5% | 68.7%+23.8pp | 69.5%+22.9pp | 70.6%+21.9pp |
| Annual return | 13.80% | 15.95%-2.2pp | 24.85%-11.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,541 | $2,158+17.8% | $2,464+3.1% | $2,728-6.9% |
| Participant deferral / active EE | $3,327 | $3,677-9.5% | $3,885-14.4% | $4,651-28.5% |
| Admin fee / account holder | $228 | $586-61.1% | $5,749-96.0% | $433-47.3% |