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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,402 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $79,097 |
KERNUTT STOKES LLP1 year Filed as: KERNUTT, STOKES, BRANDT & CO. Service code 10 1600 EXECUTIVE PARKWAY STE 110 · EUGENE, OR 97401 | Accounting | $16,850 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,616 |
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 | $95,691 | $74,024+29.3% | $78,002+22.7% | $57,658+66.0% |
| Participation rate | 87.3% | 79.7%+7.6pp | 75.5%+11.8pp | 70.2%+17.1pp |
| Annual return | 7.52% | 12.14%-4.6pp | 425.99%-418.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,179 | $2,365-7.9% | $2,470-11.8% | $1,974+10.4% |
| Participant deferral / active EE | $4,495 | $3,533+27.2% | $3,497+28.6% | $3,061+46.9% |
| Admin fee / account holder | $585 | $93+527.6% | $5,481-89.3% | $95+518.8% |