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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $147,172 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $85,550 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,990 |
KERNUTT STOKES LLP2 years Filed as: KERNUTT, STOKES, BRANDT & CO. Service code 10 1600 EXECUTIVE PARKWAY STE 110 · EUGENE, OR 97401 | Accounting | $1,630 |
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 | $100,236 | $75,284+33.1% | $91,004+10.1% | $69,631+44.0% |
| Participation rate | 87.8% | 80.4%+7.4pp | 75.6%+12.2pp | 70.7%+17.2pp |
| Annual return | 18.08% | 48.40%-30.3pp | 4.60%+13.5pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,171 | $2,473-12.2% | $2,456-11.6% | $2,032+6.8% |
| Participant deferral / active EE | $4,469 | $3,700+20.8% | $3,548+26.0% | $3,224+38.6% |
| Admin fee / account holder | $532 | $111+381.1% | $5,417-90.2% | $110+381.7% |