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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,879 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,063 |
BENEFIT SOLUTIONS, ETC.5 years Service code 13 · EIN 81-3186048 | Contract Administrator | $6,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $242 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,295 | $81,358-72.6% | $155,556-85.7% | $80,959-72.5% |
| Participation rate | 80.5% | 66.3%+14.2pp | 78.2%+2.2pp | 67.7%+12.8pp |
| Annual return | 10.12% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $662 | $3,106-78.7% | $4,675-85.8% | $2,757-76.0% |
| Participant deferral / active EE | $2,369 | $3,455-31.4% | $5,631-57.9% | $4,300-44.9% |
| Admin fee / account holder | $181 | $7,994-97.7% | $15,885-98.9% | $6,925-97.4% |