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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS,LLC Service code 27 401 S TRYON ST. 11TH FL · CHARLOTTE, NC 28081 | Advisory (Plan) | $54,047 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,561 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR. STE 300 · ST. LOUIS, MO 63146 | Contract Administrator | $6,250 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,384 | $101,539+23.5% | $147,041-14.7% | $74,400+68.5% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.4pp | 67.2%+29.4pp |
| Annual return | 16.16% | 8740.84%-8724.7pp | 419.21%-403.1pp | 1367.51%-1351.4pp |
| Employer contribution / active EE | $3,200 | $3,811-16.0% | $4,935-35.1% | $2,624+21.9% |
| Participant deferral / active EE | $8,350 | $7,304+14.3% | $8,071+3.5% | $4,348+92.0% |
| Admin fee / account holder | $278 | $1,749-84.1% | $13,006-97.9% | $1,944-85.7% |