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| 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 | $91,680-31.0% | $67,524-6.3% | $77,692-18.6% |
| Participation rate | 94.8% | 76.0%+18.8pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 13.15% | 14.87%-1.7pp | 3519.41%-3506.3pp | 31.25%-18.1pp |
| Employer contribution / active EE | $2,407 | $3,186-24.5% | $2,734-12.0% | $2,726-11.7% |
| Participant deferral / active EE | $3,168 | $3,909-19.0% | $4,001-20.8% | $4,648-31.9% |
| Admin fee / account holder | $199 | $176+12.8% | $4,001-95.0% | $431-53.8% |