Filed August 27, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $163,550 |
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 | $101,551 | $90,410+12.3% | $91,001+11.6% | $77,958+30.3% |
| Participation rate | 97.1% | 86.4%+10.7pp | 75.6%+21.5pp | 71.6%+25.4pp |
| Annual return | 17.85% | 21.34%-3.5pp | 4.60%+13.3pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,965 | $3,392-12.6% | $2,456+20.8% | $2,310+28.3% |
| Participant deferral / active EE | $8,157 | $4,816+69.4% | $3,547+130.0% | $3,537+130.7% |
| Admin fee / account holder | $179 | $79+126.3% | $5,417-96.7% | $97+83.5% |