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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $43,082 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,359 | $80,763-10.4% | $102,412-29.3% | $74,459-2.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 15.98% | 27.57%-11.6pp | 24.94%-9.0pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $4,023 | $3,160+27.3% | $3,870+4.0% | $2,626+53.2% |
| Participant deferral / active EE | $7,259 | $3,862+88.0% | $5,060+43.4% | $4,350+66.9% |
| Admin fee / account holder | $379 | $2,371-84.0% | $8,388-95.5% | $1,945-80.5% |