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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,449 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $69,535 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 9665 CHESAPEAKE DR STE 201 · SAN DIEGO, CA 92123 | Contract Administrator | $27,363 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,282 | $86,225-37.0% | $146,643-63.0% | $86,821-37.5% |
| Participation rate | 72.9% | 78.0%-5.1pp | 80.1%-7.2pp | 72.3%+0.6pp |
| Annual return | 14.40% | 31.23%-16.8pp | 22.75%-8.3pp | 97.94%-83.5pp |
| Employer contribution / active EE | $1,161 | $2,392-51.5% | $4,137-71.9% | $2,406-51.7% |
| Participant deferral / active EE | $4,823 | $4,245+13.6% | $5,506-12.4% | $4,132+16.7% |
| Admin fee / account holder | $301 | $195+54.3% | $10,280-97.1% | $170+77.7% |