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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 27 10 MECHANIC STREET · WORCESTER, MA 01608 | Advisory (Plan) | $20,967 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,495 | $108,825-66.5% | $156,181-76.6% | $82,448-55.7% |
| Participation rate | 79.0% | 72.4%+6.7pp | 78.8%+0.2pp | 68.1%+11.0pp |
| Annual return | 10.54% | 20.59%-10.1pp | 64.87%-54.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $212 | $9,341-97.7% | $14,586-98.5% | $7,234-97.1% |