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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 D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $60,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,986 |
ASSURANCE DIMENSIONS1 year Service code 10 4920 WEST CYPRESS STREET STE 102 · TAMPA, FL 33607 | Accounting | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,915 | $106,230-38.9% | $147,080-55.9% | $77,736-16.5% |
| Participation rate | 75.3% | 78.4%-3.1pp | 82.2%-6.9pp | 70.6%+4.7pp |
| Annual return | 20.12% | 56.91%-36.8pp | 420.17%-400.1pp | 31.26%-11.1pp |
| Employer contribution / active EE | $1,978 | $4,072-51.4% | $4,933-59.9% | $2,728-27.5% |
| Participant deferral / active EE | $6,614 | $8,001-17.3% | $8,066-18.0% | $4,651+42.2% |
| Admin fee / account holder | $190 | $338-44.0% | $12,989-98.5% | $433-56.2% |