Filed April 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,035 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLOOR D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $14,700 |
Service code 13 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $10,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,612 | $52,967-74.3% | $172,753-92.1% | $65,186-79.1% |
| Participation rate | 62.0% | 66.2%-4.2pp | 82.6%-20.6pp | 70.2%-8.2pp |
| Annual return | 23.40% | 30.12%-6.7pp | 803.00%-779.6pp | 29.39%-6.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,031 | $2,471-17.8% | $5,198-60.9% | $3,514-42.2% |
| Admin fee / account holder | $122 | $472-74.1% | $13,956-99.1% | $847-85.6% |