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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $83,323 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,856 |
KERNUTT STOKES LLP8 years Filed as: KERNUTT, STOKES, BRANDT & CO. Service code 10 1600 EXECUTIVE PARKWAY STE 110 · EUGENE, OR 97401 | Accounting | $11,811 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,906 | $84,784+27.3% | $98,461+9.6% | $74,460+44.9% |
| Participation rate | 74.2% | 81.5%-7.3pp | 75.2%-1.0pp | 70.7%+3.5pp |
| Annual return | 15.74% | 20.59%-4.9pp | 21.17%-5.4pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,306 | $3,364-31.5% | $3,049-24.4% | $2,638-12.6% |
| Participant deferral / active EE | $4,867 | $5,218-6.7% | $4,738+2.7% | $4,530+7.4% |
| Admin fee / account holder | $268 | $204+30.9% | $8,961-97.0% | $348-23.0% |