Filed October 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,353 |
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 | $74,100 | $46,761+58.5% | $106,619-30.5% | $57,658+28.5% |
| Participation rate | 59.7% | 56.9%+2.8pp | 78.0%-18.3pp | 70.2%-10.5pp |
| Annual return | 6.98% | 15.77%-8.8pp | 9.42%-2.4pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,345 | $1,274+5.6% | $3,947-65.9% | $1,974-31.8% |
| Participant deferral / active EE | $2,873 | $1,954+47.0% | $3,930-26.9% | $3,061-6.1% |
| Admin fee / account holder | $38 | $97-60.8% | $6,418-99.4% | $95-59.9% |