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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 27 10 MECHANIC STREET · WORCESTER, MA 01608 | Advisory (Plan) | $47,897 |
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 | $26,814 | $81,870-67.2% | $119,608-77.6% | $68,495-60.9% |
| Participation rate | 98.7% | 71.9%+26.8pp | 79.3%+19.5pp | 67.9%+30.8pp |
| Annual return | -9.74% | -23.82%+14.1pp | -14.98%+5.2pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $297 | $6,583-95.5% | $10,326-97.1% | $5,403-94.5% |