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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 | $115,931-68.5% | $185,441-80.3% | $86,983-58.0% |
| Participation rate | 79.0% | 73.6%+5.4pp | 80.3%-1.2pp | 69.5%+9.5pp |
| Annual return | 10.54% | 21.47%-10.9pp | 20.16%-9.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $212 | $10,687-98.0% | $17,890-98.8% | $7,856-97.3% |