Filed October 6, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $87,577 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,297 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,423 | $66,457+6.0% | $81,438-13.5% | $77,671-9.3% |
| Participation rate | 91.7% | 68.7%+23.0pp | 69.5%+22.2pp | 70.6%+21.1pp |
| Annual return | 15.49% | 15.93%-0.4pp | 24.74%-9.3pp | 31.21%-15.7pp |
| Employer contribution / active EE | $2,514 | $2,159+16.4% | $2,460+2.2% | $2,726-7.8% |
| Participant deferral / active EE | $4,829 | $3,679+31.2% | $3,883+24.3% | $4,648+3.9% |
| Admin fee / account holder | $264 | $583-54.6% | $5,764-95.4% | $430-38.5% |