Filed August 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $121,641 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,053 | $81,321+3.4% | $68,509+22.7% | $59,188+42.0% |
| Participation rate | 93.5% | 83.8%+9.6pp | 74.7%+18.8pp | 69.4%+24.1pp |
| Annual return | -1.22% | 4.65%-5.9pp | 8.27%-9.5pp | 5.51%-6.7pp |
| Employer contribution / active EE | $2,737 | $3,297-17.0% | $2,278+20.2% | $2,098+30.5% |
| Participant deferral / active EE | $7,275 | $4,592+58.4% | $3,382+115.1% | $3,265+122.8% |
| Admin fee / account holder | $172 | $62+178.2% | $5,275-96.7% | $92+86.3% |