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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $46,419 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $42,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,491 | $83,884-30.3% | $64,099-8.7% | $74,440-21.4% |
| Participation rate | 95.2% | 76.6%+18.6pp | 72.3%+22.9pp | 70.7%+24.5pp |
| Annual return | 15.36% | 16.57%-1.2pp | 33.70%-18.3pp | 34.37%-19.0pp |
| Employer contribution / active EE | $2,442 | $3,084-20.8% | $2,748-11.1% | $2,638-7.4% |
| Participant deferral / active EE | $3,575 | $3,692-3.2% | $3,881-7.9% | $4,529-21.1% |
| Admin fee / account holder | $168 | $196-14.5% | $3,070-94.5% | $348-51.8% |