Filed September 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $18,359 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,588 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,435 | $91,517-59.1% | $101,275-63.0% | $73,412-49.0% |
| Participation rate | 53.7% | 73.8%-20.1pp | 75.8%-22.1pp | 72.2%-18.5pp |
| Annual return | 22.35% | 17.17%+5.2pp | 46.48%-24.1pp | 59.30%-36.9pp |
| Employer contribution / active EE | $424 | $2,877-85.3% | $3,660-88.4% | $2,234-81.0% |
| Participant deferral / active EE | $2,148 | $3,338-35.7% | $4,371-50.8% | $3,806-43.6% |
| Admin fee / account holder | $149 | $216-31.1% | $5,948-97.5% | $158-5.8% |