Filed February 9, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $64,378 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,020 |
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 | $98,361 | $102,661-4.2% | $151,645-35.1% | $66,949+46.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -21.01% | -10.81%-10.2pp | 3.34%-24.3pp | 1.57%-22.6pp |
| Employer contribution / active EE | $7,151 | $4,184+70.9% | $6,165+16.0% | $2,545+180.9% |
| Participant deferral / active EE | $3,718 | $6,645-44.1% | $8,363-55.5% | $4,239-12.3% |
| Admin fee / account holder | $397 | $630-37.1% | $11,614-96.6% | $594-33.2% |