Filed February 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $35,465 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,917 |
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 | $102,382 | $89,739+14.1% | $149,721-31.6% | $62,293+64.4% |
| Participation rate | 99.3% | 85.1%+14.2pp | 87.1%+12.2pp | 69.5%+29.7pp |
| Annual return | 25.11% | 21.01%+4.1pp | 1501.67%-1476.6pp | 28.90%-3.8pp |
| Employer contribution / active EE | $3,803 | $3,233+17.6% | $5,444-30.2% | $2,042+86.2% |
| Participant deferral / active EE | $2,671 | $4,797-44.3% | $6,568-59.3% | $3,169-15.7% |
| Admin fee / account holder | $412 | $551-25.2% | $11,282-96.3% | $479-14.0% |