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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,744 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,550 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 401 S TRYONE ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $2,293 |
Filed as: GREAT-WEST LIFE & ANNUITY SERVICE Service code 64 8515 EAST CORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,388 | $37,196-21.0% | $154,114-80.9% | $55,725-47.3% |
| Participation rate | 16.3% | 64.1%-47.8pp | 83.0%-66.8pp | 70.9%-54.6pp |
| Annual return | -1.11% | 1319.68%-1320.8pp | 735.16%-736.3pp | 244.93%-246.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $844 | $2,068-59.2% | $5,081-83.4% | $3,356-74.9% |
| Admin fee / account holder | $124 | $102+21.7% | $13,411-99.1% | $115+7.4% |