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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $49,329 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,721 | $95,369-42.6% | $135,942-59.7% | $74,440-26.5% |
| Participation rate | 73.8% | 78.2%-4.4pp | 81.9%-8.1pp | 70.7%+3.1pp |
| Annual return | 21.19% | 32.72%-11.5pp | 68.28%-47.1pp | 34.37%-13.2pp |
| Employer contribution / active EE | $1,943 | $3,878-49.9% | $4,858-60.0% | $2,638-26.3% |
| Participant deferral / active EE | $6,581 | $7,788-15.5% | $7,759-15.2% | $4,529+45.3% |
| Admin fee / account holder | $129 | $266-51.4% | $10,764-98.8% | $348-62.8% |