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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $8,077 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NE Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $5,735 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,268 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,090 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,586 | $92,055-54.8% | $106,213-60.8% | $77,643-46.4% |
| Participation rate | 52.2% | 81.0%-28.9pp | 75.3%-23.1pp | 70.6%-18.4pp |
| Annual return | 11.13% | 17.91%-6.8pp | 116.14%-105.0pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,440 | $3,367-57.2% | $3,171-54.6% | $2,726-47.2% |
| Participant deferral / active EE | $2,492 | $5,386-53.7% | $5,016-50.3% | $4,647-46.4% |
| Admin fee / account holder | $64 | $219-70.6% | $11,033-99.4% | $430-85.1% |