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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $40,824 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $36,267 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,855 | $79,151-37.0% | $60,906-18.1% | $64,819-23.1% |
| Participation rate | 96.4% | 77.7%+18.7pp | 73.1%+23.3pp | 71.5%+24.9pp |
| Annual return | -13.49% | -7.12%-6.4pp | 16.94%-30.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $2,176 | $3,052-28.7% | $2,703-19.5% | $2,507-13.2% |
| Participant deferral / active EE | $3,213 | $3,727-13.8% | $3,814-15.8% | $4,311-25.5% |
| Admin fee / account holder | $144 | $106+35.8% | $3,227-95.6% | $188-23.6% |