Filed January 18, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $77,725 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $1,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,872 | $113,016+209.6% | $103,486+238.1% | $74,459+369.9% |
| Participation rate | 95.0% | 80.8%+14.2pp | 80.5%+14.5pp | 67.2%+27.8pp |
| Annual return | 10.76% | 23.24%-12.5pp | 23.93%-13.2pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $8,830 | $4,881+80.9% | $4,679+88.7% | $2,626+236.3% |
| Participant deferral / active EE | $9,139 | $7,279+25.5% | $6,628+37.9% | $4,350+110.1% |
| Admin fee / account holder | $692 | $1,709-59.5% | $9,354-92.6% | $1,945-64.4% |