Filed October 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,880 | $41,317+66.7% | $85,969-19.9% | $55,191+24.8% |
| Participation rate | 60.8% | 54.5%+6.4pp | 76.5%-15.7pp | 69.2%-8.3pp |
| Annual return | 1.39% | 3.93%-2.5pp | 9.32%-7.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,367 | $1,198+14.1% | $3,474-60.7% | $1,899-28.0% |
| Participant deferral / active EE | $2,836 | $1,914+48.2% | $3,829-25.9% | $3,046-6.9% |
| Admin fee / account holder | $33 | $97-65.5% | $6,053-99.4% | $91-63.1% |