Filed June 15, 2026
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 17 · EIN 34-1542819 | Pension Consulting | $18,240 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,771 |
Employer 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 | $55,885 | $81,474-31.4% | $133,971-58.3% | $73,493-24.0% |
| Participation rate | 72.8% | 76.4%-3.6pp | 79.8%-7.0pp | 70.7%+2.1pp |
| Annual return | 12.42% | 19.40%-7.0pp | 45.09%-32.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,738 | $3,786-1.3% | $5,047-25.9% | $3,7400% |
| Admin fee / account holder | $378 | $713-47.0% | $8,929-95.8% | $513-26.3% |