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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,130 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $38,100 |
CONSIDINE & CONSIDINE1 year Filed as: CONSIDINE & CONSIDINE AN ACCOUNTANC Service code 10 1501 FIFTH AVE STE 400 · SAN DIEGO, CA 92101 | Accounting | $31,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,930 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 99 9665 CHESAPEAKE DR STE 201 · SAN DIEGO, CA 92123 | Other Fees | $3,333 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $3,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,565 | $71,142-28.9% | $119,622-57.7% | $64,819-22.0% |
| Participation rate | 71.1% | 78.6%-7.5pp | 79.3%-8.2pp | 71.5%-0.4pp |
| Annual return | -16.96% | -10.01%-6.9pp | -14.98%-2.0pp | 32.84%-49.8pp |
| Employer contribution / active EE | $1,561 | $2,497-37.5% | $4,232-63.1% | $2,507-37.7% |
| Participant deferral / active EE | $4,654 | $4,490+3.7% | $5,601-16.9% | $4,311+8.0% |
| Admin fee / account holder | $290 | $162+78.9% | $10,328-97.2% | $188+54.4% |