Filed July 29, 2026
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $25,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,176 | $78,275+48.4% | $109,143+6.4% | $86,799+33.8% |
| Participation rate | 52.7% | 73.8%-21.1pp | 75.9%-23.2pp | 72.3%-19.6pp |
| Annual return | 17.46% | 19.14%-1.7pp | 25.75%-8.3pp | 97.91%-80.4pp |
| Employer contribution / active EE | $732 | $3,105-76.4% | $3,722-80.3% | $2,405-69.6% |
| Participant deferral / active EE | $4,954 | $3,641+36.1% | $4,653+6.5% | $4,131+19.9% |
| Admin fee / account holder | $47 | $198-76.5% | $6,752-99.3% | $170-72.4% |