Filed April 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,680 |
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $22,937 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,598 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,489 | $55,446-66.7% | $155,574-88.1% | $74,429-75.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.24% | 269.20%-259.0pp | 64.87%-54.6pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $2,927 | $2,266+29.1% | $4,676-37.4% | $2,625+11.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $206 | $1,743-88.2% | $15,914-98.7% | $1,944-89.4% |