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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $13,674 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,445 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,179 | $89,465-42.8% | $165,071-69.0% | $77,736-34.2% |
| Participation rate | 42.1% | 78.6%-36.6pp | 78.6%-36.6pp | 70.6%-28.5pp |
| Annual return | 9.66% | 28.86%-19.2pp | 70.17%-60.5pp | 31.26%-21.6pp |
| Employer contribution / active EE | $915 | $2,565-64.3% | $4,347-79.0% | $2,728-66.5% |
| Participant deferral / active EE | $1,843 | $4,904-62.4% | $6,035-69.5% | $4,651-60.4% |
| Admin fee / account holder | $153 | $340-55.1% | $12,695-98.8% | $433-64.8% |