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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL ADV Service code 26 265 FRANKLIN ST · BOSTON, MA 02110 | Advisory (Participants) | $13,529 |
Filed as: MAYFLOWER FINANCIAL ADVISORS Service code 26 265 FRANKLIN ST · BOSTON, MA 02110 | Advisory (Participants) | $4,209 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,718 | $43,133-17.2% | $89,400-60.0% | $73,493-51.4% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 31.98% | 135.66%-103.7pp | 245.64%-213.7pp | 28.51%+3.5pp |
| Employer contribution / active EE | $4,656 | $1,438+223.8% | $2,586+80.1% | $2,270+105.1% |
| Participant deferral / active EE | $4,167 | $2,445+70.4% | $3,890+7.1% | $3,740+11.4% |
| Admin fee / account holder | $180 | $444-59.5% | $4,882-96.3% | $513-65.0% |