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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,350 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,163 | $66,004-37.6% | $81,820-49.7% | $77,714-47.0% |
| Participation rate | 54.0% | 65.8%-11.8pp | 72.4%-18.4pp | 70.6%-16.6pp |
| Annual return | 16.26% | 26.65%-10.4pp | 777.93%-761.7pp | 31.26%-15.0pp |
| Employer contribution / active EE | $1,113 | $2,375-53.1% | $2,915-61.8% | $2,727-59.2% |
| Participant deferral / active EE | $2,627 | $3,508-25.1% | $4,323-39.2% | $4,649-43.5% |
| Admin fee / account holder | $259 | $527-50.9% | $7,391-96.5% | $433-40.3% |