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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94194 | Advisory (Plan) | $39,650 |
EPLAN ADVISORS, LLC1 year Filed as: FAST 401K INC DBA EPLAN SERVICES IN Service code 17 · EIN 36-4352674 | Pension Consulting | $20,098 |
8 funds of $250K or more; 11 lines in all, holding $5.9M of the plan's $8.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Mid Cap Value Fund Class A Goldman Sachs · Mutual fund Possible retail class A | $947K | 16.1% |
| Allspring Premier Large Company Growth Fund Class A Allspring · Mutual fund | $914K | 15.6% |
| Oakmark Equity Income Fund I Natixis IM · Mutual fund | $789K | 13.4% |
| Allspring Growth Fund Class A Allspring · Mutual fund Possible retail class A | $672K | 11.4% |
| Lord Abbett Value Opportunities Fund Class A Lord Abbett · Mutual fund Possible retail class A | $555K | 9.5% |
| Davis New York Venture Fund Class A Manager not matched · Mutual fund Possible retail class A | $490K | 8.3% |
| Invesco Small Cap Equity Fund Class A Invesco · Mutual fund Possible retail class A | $490K | 8.3% |
| Franklin Growth A Franklin Templeton · Mutual fund Possible retail class A | $391K | 6.7% |
| Allspring Diversified Income Builder Fund Class A Allspring · Mutual fund Possible retail class A | $222K | 3.8% |
| Allspring Emerging Markets Equity Fund Class A Allspring · Mutual fund Possible retail class A | $215K | 3.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.