Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $27,513 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,824 | $62,928-30.4% | $172,739-74.6% | $67,579-35.2% |
| Participation rate | 40.6% | 64.5%-23.9pp | 82.6%-42.0pp | 71.3%-30.7pp |
| Annual return | 19.20% | 30.36%-11.2pp | 802.84%-783.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $989 | $1,636-39.5% | $5,143-80.8% | $2,148-53.9% |
| Participant deferral / active EE | $1,835 | $2,145-14.5% | $5,198-64.7% | $3,539-48.2% |
| Admin fee / account holder | $157 | $167-5.9% | $13,954-98.9% | $142+10.2% |