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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $68,695 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,367 | $50,860+48.2% | $155,574-51.6% | $77,714-3.0% |
| Participation rate | 99.0% | 63.1%+35.8pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 20.83% | 34.86%-14.0pp | 64.87%-44.0pp | 31.26%-10.4pp |
| Employer contribution / active EE | $5,253 | $1,991+163.9% | $4,676+12.3% | $2,727+92.6% |
| Participant deferral / active EE | $6,445 | $2,825+128.1% | $5,629+14.5% | $4,649+38.6% |
| Admin fee / account holder | $117 | $436-73.2% | $15,914-99.3% | $433-73.0% |