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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FRAGO ADVISORS LLC Service code 55 | Other Commissions | $15,866 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EASTORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,992 |
ACTUARIAL BENEFITS CORP1 year Service code 13 | Contract Administrator | $5,581 |
Filed as: EMPOWER RETIREMENT SERVICES Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $504 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL BENENFITS CORP Service code 13 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,475 | $72,486-29.0% | $87,103-40.9% | $72,976-29.5% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 1.60% | 24.46%-22.9pp | 28.19%-26.6pp | 81.02%-79.4pp |
| Employer contribution / active EE | $2,945 | $1,894+55.5% | $2,521+16.8% | $2,440+20.7% |
| Participant deferral / active EE | $2,870 | $3,270-12.2% | $4,049-29.1% | $3,608-20.4% |
| Admin fee / account holder | $94 | $5,055-98.1% | $7,491-98.8% | $5,124-98.2% |