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 | $66,486+5.9% | $81,370-13.5% | $77,762-9.4% |
| Participation rate | 91.7% | 68.7%+23.0pp | 69.5%+22.2pp | 70.6%+21.1pp |
| Annual return | 15.49% | 15.95%-0.5pp | 24.85%-9.4pp | 31.27%-15.8pp |
| Employer contribution / active EE | $2,514 | $2,158+16.5% | $2,464+2.0% | $2,728-7.8% |
| Participant deferral / active EE | $4,829 | $3,677+31.3% | $3,885+24.3% | $4,651+3.8% |
| Admin fee / account holder | $264 | $586-54.8% | $5,749-95.4% | $433-38.9% |