Filed February 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $45,373 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,297 |
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 | $114,550 | $98,982+15.7% | $162,185-29.4% | $65,186+75.7% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.8pp | 70.2%+29.2pp |
| Annual return | 32.47% | 24.84%+7.6pp | 115.61%-83.1pp | 29.39%+3.1pp |
| Employer contribution / active EE | $3,620 | $3,467+4.4% | $5,613-35.5% | $2,177+66.3% |
| Participant deferral / active EE | $2,776 | $5,384-48.4% | $7,297-62.0% | $3,514-21.0% |
| Admin fee / account holder | $462 | $596-22.5% | $10,844-95.7% | $847-45.4% |