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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $58,709 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 | Direct Payment | $48,483 |
Filed as: MORGAN STANLEY Service code 50 · EIN 11-3658445 | Direct Payment | $18,058 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,149 | $92,071-24.9% | $63,803+8.4% | $71,012-2.6% |
| Participation rate | 95.8% | 73.7%+22.1pp | 72.7%+23.1pp | 58.6%+37.2pp |
| Annual return | 13.40% | 13.14%+0.3pp | 543.72%-530.3pp | 37.67%-24.3pp |
| Employer contribution / active EE | $2,465 | $3,085-20.1% | $2,532-2.6% | $2,348+5.0% |
| Participant deferral / active EE | $3,221 | $3,765-14.5% | $3,843-16.2% | $3,246-0.8% |
| Admin fee / account holder | $221 | $227-2.6% | $5,196-95.8% | $1,167-81.1% |