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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $43,970 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $38,514 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,195 |
10 funds of $250K or more; 18 lines in all, holding $6.2M of the plan's $7.0M. From the 2024 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle Index, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 16.8% |
| ClearBridge Large Cap Growth I (1 Franklin Templeton · Other | $799K | 12.9% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $737K | 11.9% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $512K | 8.3% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $481K | 7.8% |
| Nuveen International Equity Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $460K | 7.4% |
| Invesco International Diversified Fund Class Y Invesco · Mutual fund | $397K | 6.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $290K | 4.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $263K | 4.2% |
| Invesco Discovery Mid Cap Growth Fund Class Y Invesco · Mutual fund | $256K | 4.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.