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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $14,288 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,393 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,546 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $95,926 | $58,895+62.9% | $178,503-46.3% | $73,497+30.5% |
| Participation rate | 65.9% | 66.2%-0.4pp | 81.9%-16.1pp | 70.7%-4.8pp |
| Annual return | 24.09% | 24.86%-0.8pp | 151.12%-127.0pp | 28.51%-4.4pp |
| Employer contribution / active EE | $4,568 | $2,236+104.3% | $5,011-8.8% | $2,270+101.2% |
| Participant deferral / active EE | $8,803 | $2,567+242.9% | $5,202+69.2% | $3,740+135.4% |
| Admin fee / account holder | $240 | $400-40.0% | $13,987-98.3% | $513-53.2% |