Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $58,537 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $51,999 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,243 | $91,710-31.0% | $67,560-6.4% | $77,762-18.7% |
| Participation rate | 94.8% | 76.0%+18.7pp | 72.9%+21.8pp | 70.6%+24.2pp |
| Annual return | 13.15% | 14.88%-1.7pp | 3533.50%-3520.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $2,407 | $3,187-24.5% | $2,737-12.1% | $2,728-11.8% |
| Participant deferral / active EE | $3,168 | $3,911-19.0% | $4,004-20.9% | $4,651-31.9% |
| Admin fee / account holder | $199 | $245-18.9% | $3,994-95.0% | $433-54.1% |