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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,676 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 55 1 NORTH JEFFERSON AVE · ST. LOUIS, MO 63103 | Other Commissions | $6,677 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,851 | $82,523-56.6% | $115,752-69.0% | $70,126-48.9% |
| Participation rate | 44.8% | 74.0%-29.2pp | 77.8%-32.9pp | 69.5%-24.7pp |
| Annual return | 16.12% | 28.22%-12.1pp | 19.41%-3.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $262 | $2,758-90.5% | $3,492-92.5% | $2,343-88.8% |
| Participant deferral / active EE | $2,162 | $4,062-46.8% | $5,204-58.4% | $3,332-35.1% |
| Admin fee / account holder | $248 | $4,552-94.6% | $6,278-96.1% | $4,645-94.7% |