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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,184 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $19,099 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,719 | $64,909-14.2% | $82,312-32.3% | $62,293-10.6% |
| Participation rate | 95.8% | 74.9%+20.9pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 12.43% | 21.18%-8.8pp | 25.88%-13.4pp | 28.90%-16.5pp |
| Employer contribution / active EE | $124 | $1,676-92.6% | $2,428-94.9% | $2,042-93.9% |
| Participant deferral / active EE | $2,061 | $3,103-33.6% | $3,706-44.4% | $3,169-35.0% |
| Admin fee / account holder | $354 | $440-19.4% | $5,608-93.7% | $479-26.1% |