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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Direct Payment | $17,179 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $813 |
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 | $43,265 | $57,976-25.4% | $63,018-31.3% | $62,293-30.5% |
| Participation rate | 93.9% | 75.9%+18.0pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 13.84% | 17.54%-3.7pp | 87.62%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,878 | $2,415-22.2% | $2,761-32.0% | $2,042-8.0% |
| Participant deferral / active EE | $2,603 | $2,956-11.9% | $3,330-21.8% | $3,169-17.9% |
| Admin fee / account holder | $37 | $276-86.8% | $3,601-99.0% | $479-92.4% |