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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $58,709 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $48,483 |
Filed as: MORGAN STANLEY Service code 50 · EIN 11-3658445 | Direct Payment | $18,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,149 | $93,351-25.9% | $62,929+9.9% | $79,634-13.2% |
| Participation rate | 95.8% | 74.6%+21.1pp | 73.1%+22.7pp | 62.5%+33.3pp |
| Annual return | 13.40% | 14.37%-1.0pp | 1063.93%-1050.5pp | 36.46%-23.1pp |
| Employer contribution / active EE | $2,465 | $3,135-21.4% | $2,505-1.6% | $2,529-2.5% |
| Participant deferral / active EE | $3,221 | $3,921-17.9% | $3,888-17.2% | $3,835-16.0% |
| Admin fee / account holder | $221 | $229-3.7% | $5,065-95.6% | $1,002-78.0% |