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 | $17,890 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FLOOR D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $12,225 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959271282 | Contract Administrator | $7,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,733 | $56,540-73.9% | $185,851-92.1% | $86,821-83.0% |
| Participation rate | 73.5% | 65.5%+8.0pp | 81.7%-8.2pp | 72.3%+1.2pp |
| Annual return | 16.12% | 118.20%-102.1pp | 122.11%-106.0pp | 97.94%-81.8pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,567 | $2,555+0.5% | $5,569-53.9% | $4,132-37.9% |
| Admin fee / account holder | $133 | $150-11.1% | $16,245-99.2% | $170-21.5% |