Filed February 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $59,881 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,506 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,127 | $122,239-6.6% | $184,203-38.0% | $74,495+53.2% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 23.69% | 19.95%+3.7pp | 28.81%-5.1pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $5,429 | $4,537+19.7% | $6,427-15.5% | $2,623+107.0% |
| Participant deferral / active EE | $4,514 | $7,139-36.8% | $9,131-50.6% | $4,346+3.9% |
| Admin fee / account holder | $502 | $1,260-60.1% | $13,901-96.4% | $1,942-74.1% |