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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,607 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST. 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $5,261 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $5,100 |
GROUP HEALTH & BENEFIT ADMIN1+ years Filed as: GROUP HEALTH & BENEFIT ADMIN. Service code 13 | Contract Administrator | $799 |
GROUP HEALTH & BENEFIT ADMIN1+ years Filed as: GROUP HEALTH AND BENEFIT ADMIN. Service code 13 546 MAIN STREET, SUITE 101 · WORCESTER, MA 01608 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,126 | $55,182-96.1% | $73,309-97.1% | $55,191-96.1% |
| Participation rate | 73.5% | 73.9%-0.4pp | 74.9%-1.4pp | 69.2%+4.3pp |
| Annual return | -2.12% | 8.55%-10.7pp | 5.67%-7.8pp | 10.78%-12.9pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,210 | $4,641-73.9% | $4,991-75.8% | $3,046-60.3% |
| Admin fee / account holder | $1 | $68-98.6% | $5,635-100.0% | $91-98.9% |