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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,837 |
Service code 28 · EIN 84-4826355 | Investment Management | $17,500 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 48-1305000 | Investment Management | $17,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,300 | $84,948+55.7% | $70,476+87.7% | $73,412+80.2% |
| Participation rate | 98.5% | 79.9%+18.5pp | 75.1%+23.4pp | 72.2%+26.3pp |
| Annual return | 11.95% | 13.39%-1.4pp | 109.12%-97.2pp | 59.30%-47.3pp |
| Employer contribution / active EE | $3,333 | $2,834+17.6% | $2,738+21.7% | $2,234+49.2% |
| Participant deferral / active EE | $6,275 | $3,387+85.3% | $3,710+69.1% | $3,806+64.9% |
| Admin fee / account holder | $37 | $98-62.3% | $3,847-99.0% | $158-76.6% |