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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 | $100,888 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $29,970 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,189 | $56,503-20.0% | $69,884-35.3% | $64,819-30.3% |
| Participation rate | 99.8% | 70.5%+29.3pp | 70.5%+29.3pp | 71.5%+28.3pp |
| Annual return | -16.34% | -13.44%-2.9pp | 190.81%-207.2pp | 32.84%-49.2pp |
| Employer contribution / active EE | $2,593 | $2,046+26.7% | $2,560+1.3% | $2,507+3.4% |
| Participant deferral / active EE | $3,685 | $3,389+8.7% | $3,848-4.2% | $4,311-14.5% |
| Admin fee / account holder | $217 | $160+35.5% | $6,266-96.5% | $188+15.6% |