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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 | $18,067 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $7,555 |
BENEFIT SOLUTIONS, ETC.6 years Service code 13 · EIN 81-3186048 | Contract Administrator | $7,492 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $30,914 | $172,111-82.0% | $150,298-79.4% | $137,256-77.5% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 16.46% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,066 | $4,636-33.9% | $4,154-26.2% | $4,156-26.2% |
| Participant deferral / active EE | $11,979 | $6,166+94.3% | $5,453+119.7% | $6,407+87.0% |
| Admin fee / account holder | $260 | $16,471-98.4% | $14,116-98.2% | $12,270-97.9% |