Filed April 16, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $30,023 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLOOR D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $14,822 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $9,586 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,270 | $50,919-66.1% | $155,556-88.9% | $77,762-77.8% |
| Participation rate | 63.9% | 63.1%+0.9pp | 78.2%-14.3pp | 70.6%-6.6pp |
| Annual return | 13.11% | 34.84%-21.7pp | 64.84%-51.7pp | 31.27%-18.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,064 | $2,824+8.5% | $5,631-45.6% | $4,651-34.1% |
| Admin fee / account holder | $183 | $437-58.0% | $15,885-98.8% | $433-57.7% |