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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $25,546 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,187 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,683 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,500 | $84,940-28.8% | $111,306-45.6% | $79,389-23.8% |
| Participation rate | 97.3% | 75.9%+21.5pp | 77.3%+20.0pp | 70.7%+26.6pp |
| Annual return | 9.59% | 17.45%-7.9pp | 54.67%-45.1pp | 116.89%-107.3pp |
| Employer contribution / active EE | $140 | $1,979-92.9% | $2,732-94.9% | $2,428-94.2% |
| Participant deferral / active EE | $2,741 | $3,889-29.5% | $4,488-38.9% | $4,046-32.3% |
| Admin fee / account holder | $329 | $537-38.7% | $7,966-95.9% | $626-47.4% |