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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $45,148 |
Filed as: MARTIN MARTIN RANDALL & ASSOC., INC Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE · JACKSON, MS 39232 | Contract Administrator | $11,378 |
T. E. LOTT AND COMPANY4 years Filed as: TE LOTT & COMPANY, P.A. Service code 10 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Accounting | $8,375 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,974 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWPOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,882 | $91,760+6.7% | $156,181-37.3% | $67,986+44.0% |
| Participation rate | 87.1% | 65.0%+22.1pp | 78.8%+8.3pp | 57.2%+29.9pp |
| Annual return | 10.59% | 18.14%-7.6pp | 64.87%-54.3pp | 31.67%-21.1pp |
| Employer contribution / active EE | $2,041 | $2,419-15.6% | $4,294-52.5% | $2,019+1.1% |
| Participant deferral / active EE | $3,061 | $3,960-22.7% | $6,132-50.1% | $3,358-8.9% |
| Admin fee / account holder | $241 | $3,949-93.9% | $14,586-98.3% | $3,203-92.5% |