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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 | $23,681 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,872 |
BENEFIT SOLUTIONS, ETC.4 years Service code 13 · EIN 81-3186048 | Contract Administrator | $3,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,453 | $61,356-73.2% | $149,696-89.0% | $71,511-77.0% |
| Participation rate | 67.5% | 62.5%+5.0pp | 78.8%-11.3pp | 67.9%-0.4pp |
| Annual return | 13.85% | 35.86%-22.0pp | 134.46%-120.6pp | 28.86%-15.0pp |
| Employer contribution / active EE | $440 | $2,382-81.5% | $4,821-90.9% | $2,589-83.0% |
| Participant deferral / active EE | $1,663 | $2,920-43.0% | $5,682-70.7% | $4,291-61.2% |
| Admin fee / account holder | $146 | $1,263-88.4% | $13,212-98.9% | $1,588-90.8% |