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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $32,521 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,832 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC., FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $2,742 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,909 |
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 | $72,279 | $54,674+32.2% | $76,089-5.0% | $74,429-2.9% |
| Participation rate | 29.0% | 60.3%-31.3pp | 69.1%-40.1pp | 67.2%-38.2pp |
| Annual return | 14.37% | 31.89%-17.5pp | 360.94%-346.6pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $488 | $1,781-72.6% | $2,690-81.9% | $2,625-81.4% |
| Participant deferral / active EE | $1,808 | $3,071-41.1% | $4,259-57.6% | $4,348-58.4% |
| Admin fee / account holder | $110 | $2,238-95.1% | $6,418-98.3% | $1,944-94.4% |