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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 27 · EIN 94-1347393 | Advisory (Plan) | $36,765 |
CRR, LLP3 years Service code 10 · EIN 04-3257840 545 SALEM STREET · WAKEFIELD, MA 01880 | Accounting | $26,500 |
KATHLEEN TAWA2 years Service code 14 · EIN 04-2326909 225 MERRIMAC STREET · WOBURN, MA 01801 | Plan Administrator | $6,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 24.3%-24.3pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 8.23% | 4.93%+3.3pp | 7.32%+0.9pp | 9.30%-1.1pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |