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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $43,755 |
Filed as: MARTIN MARTIN RANDALL & ASSOC., INC Service code 13 · EIN 64-0765749 4 RIVER BEND PLACE · JACKSON, MS 39232 | Contract Administrator | $11,102 |
T. E. LOTT AND COMPANY3 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 | $2,586 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWPOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $99,956 | $88,203+13.3% | $165,100-39.5% | $74,478+34.2% |
| Participation rate | 83.3% | 73.1%+10.2pp | 78.6%+4.7pp | 67.2%+16.1pp |
| Annual return | 11.51% | 17.13%-5.6pp | 70.21%-58.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,069 | $2,601-20.4% | $4,348-52.4% | $2,626-21.2% |
| Participant deferral / active EE | $2,985 | $4,505-33.7% | $6,035-50.5% | $4,350-31.4% |
| Admin fee / account holder | $219 | $2,235-90.2% | $12,696-98.3% | $1,946-88.8% |