Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $30,951 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,300 |
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 | $48,901 | $52,293-6.5% | $178,490-72.6% | $73,409-33.4% |
| Participation rate | 41.6% | 65.3%-23.7pp | 81.9%-40.3pp | 72.2%-30.6pp |
| Annual return | 16.15% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $995 | $1,735-42.6% | $5,011-80.1% | $2,234-55.4% |
| Participant deferral / active EE | $1,789 | $2,332-23.3% | $5,202-65.6% | $3,805-53.0% |
| Admin fee / account holder | $166 | $127+30.0% | $13,984-98.8% | $158+4.8% |