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| Provider | Service type | Compensation |
|---|---|---|
WELL AND GOOD LLC1 year Filed as: WELL FARGO BANK Service code 99 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Other Fees | $356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,157 | $84,499+30.4% | $125,391-12.1% | $66,949+64.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -10.32% | -8.49%-1.8pp | 572.41%-582.7pp | 1.57%-11.9pp |
| Employer contribution / active EE | $4,406 | $3,554+24.0% | $4,816-8.5% | $2,545+73.1% |
| Participant deferral / active EE | $9,350 | $6,785+37.8% | $7,448+25.5% | $4,239+120.6% |
| Admin fee / account holder | $2 | $685-99.7% | $10,009-100.0% | $594-99.6% |