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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $32,983 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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 | $94,318 | $60,454+56.0% | $81,844+15.2% | $74,459+26.7% |
| Participation rate | 98.6% | 63.0%+35.7pp | 72.4%+26.2pp | 67.2%+31.4pp |
| Annual return | 13.75% | 16.87%-3.1pp | 778.87%-765.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $2,394 | $2,630-8.9% | $2,916-17.9% | $2,626-8.8% |
| Participant deferral / active EE | $6,055 | $3,398+78.2% | $4,323+40.1% | $4,350+39.2% |
| Admin fee / account holder | $106 | $1,490-92.9% | $7,355-98.6% | $1,945-94.5% |