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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $63,401 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,212 |
Filed as: PRUDENTIAL RETI INS & ANNUITY CO. Service code 99 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,583 | $89,465-44.6% | $165,100-70.0% | $77,762-36.2% |
| Participation rate | 97.5% | 78.6%+18.8pp | 78.6%+18.8pp | 70.6%+26.9pp |
| Annual return | 7.44% | 28.86%-21.4pp | 70.21%-62.8pp | 31.27%-23.8pp |
| Employer contribution / active EE | $991 | $2,565-61.4% | $4,348-77.2% | $2,728-63.7% |
| Participant deferral / active EE | $2,668 | $4,904-45.6% | $6,035-55.8% | $4,651-42.6% |
| Admin fee / account holder | $22 | $340-93.6% | $12,696-99.8% | $433-95.0% |