Filed March 30, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 24 · EIN 94-1347393 401 SOUTH TRYON STREET · CHARLOTTE, NC 28202 | Discretionary Trustee | $62,094 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | 8.82% | 13.30%-4.5pp | 4.36%+4.5pp | -0.69%+9.5pp |
| Employer contribution / active EE | $3,406 | $10,363-67.1% | $27,383-87.6% | $16,786-79.7% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |