Filed February 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,749 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $24,951 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,990 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,339 | $121,341+13.2% | $189,545-27.5% | $79,389+73.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.90% | 21.08%-9.2pp | 555.36%-543.5pp | 116.89%-105.0pp |
| Employer contribution / active EE | $3,920 | $3,915+0.1% | $6,162-36.4% | $2,428+61.5% |
| Participant deferral / active EE | $3,431 | $6,395-46.4% | $8,220-58.3% | $4,046-15.2% |
| Admin fee / account holder | $431 | $651-33.8% | $12,049-96.4% | $626-31.1% |