Filed December 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 15 · EIN 94-1347393 | Recordkeeping | $42,931 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,185 | $64,286-85.7% | $90,970-89.9% | $73,412-87.5% |
| Participation rate | 87.1% | 63.6%+23.5pp | 69.0%+18.1pp | 72.2%+14.9pp |
| Annual return | 12.20% | 21.46%-9.3pp | 134.58%-122.4pp | 59.30%-47.1pp |
| Employer contribution / active EE | $279 | $895-68.9% | $2,122-86.9% | $2,234-87.5% |
| Participant deferral / active EE | $1,766 | $2,453-28.0% | $3,373-47.6% | $3,806-53.6% |
| Admin fee / account holder | $102 | $287-64.3% | $5,960-98.3% | $158-35.1% |