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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $42,292 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $16,820 |
JULY BUSINESS SERVICES8 years Service code 13 PO BOX 2208 · WACO, TX 767032208 | Contract Administrator | $3,500 |
10 funds of $250K or more; 20 lines in all, holding $13.9M of the plan's $14.0M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.0M | 50.0% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 15.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 12.3% |
| Schwab SDB Charles Schwab · Mutual fund | $678K | 4.9% |
| American Funds EuroPacific R6 Capital Group · Mutual fund Recordkeeper's own fund | $457K | 3.3% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $452K | 3.3% |
| American Funds American Balanced R6 Capital Group · Mutual fund Recordkeeper's own fund | $213K | 1.5% |
| Invesco Gold & Special Minerals Fund Class Y Invesco · Mutual fund | $203K | 1.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund Recordkeeper's own fund | $175K | 1.3% |
| Invesco Stable Value Trust Class I Invesco · Insurance contract | $159K | 1.1% |
See the other 10 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,078 | $81,625+6.7% | $167,512-48.0% | $74,304+17.2% |
| Participation rate | 89.0% | 60.0%+29.0pp | 77.1%+11.9pp | 60.3%+28.6pp |
| Annual return | 17.88% | 26.09%-8.2pp | 1615.79%-1597.9pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,769 | $2,010+87.5% | $3,882-2.9% | $2,241+68.2% |
| Participant deferral / active EE | $10,622 | $4,115+158.1% | $6,405+65.8% | $3,767+181.9% |
| Admin fee / account holder | $388 | $3,474-88.8% | $9,769-96.0% | $2,969-86.9% |