Filed August 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $132,253 |
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 | $90,460 | $82,279+9.9% | $77,999+16.0% | $63,975+41.4% |
| Participation rate | 94.3% | 84.7%+9.7pp | 75.5%+18.8pp | 71.1%+23.2pp |
| Annual return | 7.67% | 11.20%-3.5pp | 425.96%-418.3pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,025 | $3,297-8.2% | $2,470+22.5% | $2,182+38.7% |
| Participant deferral / active EE | $8,025 | $4,538+76.8% | $3,497+129.5% | $3,356+139.1% |
| Admin fee / account holder | $171 | $81+110.7% | $5,480-96.9% | $70+143.5% |