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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $26,889 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,668 | $88,137-33.4% | $164,975-64.4% | $74,429-21.2% |
| Participation rate | 62.2% | 73.1%-10.9pp | 78.6%-16.4pp | 67.2%-5.0pp |
| Annual return | 13.82% | 17.13%-3.3pp | 70.12%-56.3pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,922 | $2,597-26.0% | $4,343-55.7% | $2,625-26.8% |
| Participant deferral / active EE | $3,652 | $4,501-18.9% | $6,033-39.5% | $4,348-16.0% |
| Admin fee / account holder | $175 | $2,231-92.2% | $12,688-98.6% | $1,944-91.0% |