Filed December 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,173 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 15 · EIN 56-0276690 | Recordkeeping | $9,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,315 | $35,485-82.2% | $74,549-91.5% | $55,725-88.7% |
| Participation rate | 82.7% | 62.5%+20.2pp | 69.1%+13.6pp | 70.9%+11.9pp |
| Annual return | -7.61% | 0.72%-8.3pp | 32.53%-40.1pp | 244.93%-252.5pp |
| Employer contribution / active EE | $359 | $777-53.8% | $1,961-81.7% | $2,078-82.7% |
| Participant deferral / active EE | $1,651 | $2,181-24.3% | $3,108-46.9% | $3,356-50.8% |
| Admin fee / account holder | $78 | $114-31.4% | $5,059-98.5% | $115-31.9% |