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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,276 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 | Other Commissions | $3,041 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 55 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,724 | $78,423-74.8% | $95,964-79.4% | $79,856-75.3% |
| Participation rate | 26.0% | 73.5%-47.4pp | 77.1%-51.0pp | 69.6%-43.6pp |
| Annual return | 8.83% | 19.37%-10.5pp | 91.64%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $579 | $3,440-83.2% | $4,167-86.1% | $3,741-84.5% |
| Admin fee / account holder | $85 | $5,622-98.5% | $6,797-98.8% | $5,306-98.4% |