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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $14,244 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 27 · EIN 84-4826355 | Advisory (Plan) | $6,475 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $6,475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,965 | $53,837+56.0% | $75,717+10.9% | $85,856-2.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 24.09% | 24.54%-0.4pp | 104.58%-80.5pp | 318.58%-294.5pp |
| Employer contribution / active EE | $1,873 | $2,017-7.1% | $2,743-31.7% | $2,565-27.0% |
| Participant deferral / active EE | $4,607 | $2,895+59.1% | $3,821+20.6% | $3,952+16.6% |
| Admin fee / account holder | $136 | $3,341-95.9% | $3,619-96.2% | $6,261-97.8% |