Filed April 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $30,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,741 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $18,551 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,913 | $61,356-65.9% | $149,696-86.0% | $71,511-70.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.77% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $3,531 | $2,382+48.3% | $4,821-26.7% | $2,589+36.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $252 | $1,263-80.0% | $13,212-98.1% | $1,588-84.1% |