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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,957 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S. TRYON ST 11TH FLOOR · CHARLOTTE, NC 28081 | Other Commissions | $13,806 |
QUALIFIED PLANS, LLC2 years Service code 13 PO BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $5,250 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,232 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $1,060 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,754 | $46,966-64.3% | $185,117-90.9% | $69,631-75.9% |
| Participation rate | 37.6% | 65.3%-27.7pp | 77.3%-39.7pp | 70.7%-33.1pp |
| Annual return | 17.24% | 22.36%-5.1pp | 40.50%-23.3pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $946 | $1,360-30.5% | $4,182-77.4% | $2,032-53.5% |
| Participant deferral / active EE | $1,531 | $3,017-49.2% | $5,045-69.6% | $3,224-52.5% |
| Admin fee / account holder | $55 | $94-41.9% | $8,159-99.3% | $110-50.6% |