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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,313 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TYRON ST 11TH FL · CHARLOTTE, NC 28081 | Other Commissions | $9,037 |
WIPFLI LLP2+ years Service code 13 11 SCOTT STREET · WASAU, WI 54403 | Contract Administrator | $5,135 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,263 | $39,819-34.0% | $67,834-61.3% | $57,658-54.4% |
| Participation rate | 16.6% | 61.2%-44.7pp | 68.8%-52.2pp | 70.2%-53.7pp |
| Annual return | 9.20% | 9.19%0pp | 138.47%-129.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $283 | $1,277-77.9% | $2,403-88.2% | $1,974-85.7% |
| Participant deferral / active EE | $519 | $2,209-76.5% | $3,160-83.6% | $3,061-83.1% |
| Admin fee / account holder | $78 | $84-7.2% | $4,622-98.3% | $95-17.9% |