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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $2,451 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,005 | $73,863-64.8% | $143,797-81.9% | $68,490-62.0% |
| Participation rate | 26.3% | 66.7%-40.3pp | 80.3%-54.0pp | 67.9%-41.6pp |
| Annual return | -19.70% | 0.91%-20.6pp | -0.04%-19.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $576 | $3,185-81.9% | $4,952-88.4% | $2,597-77.8% |
| Participant deferral / active EE | $1,115 | $3,385-67.1% | $5,638-80.2% | $4,028-72.3% |
| Admin fee / account holder | $2 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |