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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,417 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $3,336 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 400 · DALLAS, TX 75240 | Advisory (Plan) | $2,022 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,913 | $49,138-55.4% | $84,021-73.9% | $65,185-66.4% |
| Participation rate | 65.5% | 60.7%+4.7pp | 69.0%-3.5pp | 70.2%-4.7pp |
| Annual return | 16.20% | 23.00%-6.8pp | 71.32%-55.1pp | 29.38%-13.2pp |
| Employer contribution / active EE | $717 | $914-21.5% | $1,984-63.9% | $2,177-67.1% |
| Participant deferral / active EE | $3,529 | $2,397+47.2% | $3,239+8.9% | $3,514+0.4% |
| Admin fee / account holder | $173 | $543-68.3% | $6,102-97.2% | $847-79.6% |