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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,143 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $90,758 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,889 | $62,324+44.2% | $68,509+31.2% | $55,191+62.9% |
| Participation rate | 93.0% | 78.9%+14.1pp | 74.7%+18.2pp | 69.2%+23.8pp |
| Annual return | -0.63% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,165 | $2,223-2.6% | $2,278-4.9% | $1,899+14.0% |
| Participant deferral / active EE | $4,426 | $3,425+29.2% | $3,382+30.8% | $3,046+45.3% |
| Admin fee / account holder | $693 | $91+658.6% | $5,275-86.9% | $91+663.6% |