Filed October 30, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,509 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 10 ATTN ADVISORY BILLING · BALTIMORE, MD 21231 | Accounting | $9,305 |
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 | $80,840 | $54,390+48.6% | $117,039-30.9% | $69,631+16.1% |
| Participation rate | 60.0% | 58.5%+1.5pp | 77.2%-17.2pp | 70.7%-10.7pp |
| Annual return | 14.99% | 18.33%-3.3pp | 18.95%-4.0pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,336 | $1,357-1.5% | $3,785-64.7% | $2,032-34.3% |
| Participant deferral / active EE | $2,820 | $2,076+35.8% | $3,929-28.2% | $3,224-12.5% |
| Admin fee / account holder | $61 | $98-38.1% | $5,974-99.0% | $110-45.2% |