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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,626 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $5,072 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 13 300 TICE BLVD, SUITE 289 · WOODCLIFF LAKE, NJ 07677 | Contract Administrator | $3,611 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $536 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,005 | $106,264-96.2% | $147,117-97.3% | $77,762-94.8% |
| Participation rate | 91.3% | 78.4%+12.9pp | 82.2%+9.1pp | 70.6%+20.7pp |
| Annual return | 19.31% | 56.94%-37.6pp | 420.54%-401.2pp | 31.27%-12.0pp |
| Employer contribution / active EE | $6 | $4,074-99.8% | $4,932-99.9% | $2,728-99.8% |
| Participant deferral / active EE | $952 | $8,003-88.1% | $8,065-88.2% | $4,651-79.5% |
| Admin fee / account holder | $71 | $334-78.8% | $12,993-99.5% | $433-83.6% |