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| Provider | Service type | Compensation |
|---|---|---|
PW PARTNERS1 year Filed as: PARTNERS LLC Service code 27 40 BURTON HILLS BLVD · NASHVILLE, TN 37215 | Advisory (Plan) | $10,675 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $4,477 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,263 | $50,902+210.9% | $155,534+1.8% | $77,736+103.6% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.58% | 34.85%-22.3pp | 64.92%-52.3pp | 31.26%-18.7pp |
| Employer contribution / active EE | $4,098 | $1,991+105.8% | $4,675-12.3% | $2,728+50.2% |
| Participant deferral / active EE | $8,042 | $2,824+184.8% | $5,630+42.8% | $4,651+72.9% |
| Admin fee / account holder | $0 | $437-100.0% | $15,900-100.0% | $433-100.0% |