Filed February 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,315 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $25,131 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,268 | $70,667+12.2% | $123,105-35.6% | $52,331+51.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.10% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,564 | $2,946+21.0% | $5,151-30.8% | $1,882+89.4% |
| Participant deferral / active EE | $2,366 | $4,493-47.3% | $6,229-62.0% | $3,022-21.7% |
| Admin fee / account holder | $346 | $506-31.8% | $9,014-96.2% | $592-41.6% |