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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 MAYFLOWER ADVISORS LLC · BOSTON, MA 02110 | Advisory (Plan) | $19,621 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,111 |
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 | $123,476 | $60,795+103.1% | $69,483+77.7% | $65,186+89.4% |
| Participation rate | 95.6% | 74.9%+20.8pp | 74.6%+21.0pp | 70.2%+25.4pp |
| Annual return | 17.17% | 17.46%-0.3pp | 28.99%-11.8pp | 29.39%-12.2pp |
| Employer contribution / active EE | $3,314 | $2,452+35.1% | $2,780+19.2% | $2,177+52.2% |
| Participant deferral / active EE | $4,601 | $3,162+45.5% | $3,537+30.1% | $3,514+30.9% |
| Admin fee / account holder | $137 | $314-56.3% | $3,841-96.4% | $847-83.8% |