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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $114,712-68.2% | $173,730-79.0% | $87,485-58.3% |
| Participation rate | 79.0% | 73.0%+6.0pp | 79.6%-0.5pp | 68.9%+10.1pp |
| Annual return | 10.54% | 20.18%-9.6pp | 19.96%-9.4pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $212 | $10,210-97.9% | $17,523-98.8% | $7,775-97.3% |