Filed September 30, 2025
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,737 |
Employer contribution per participant 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.
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 | $19,013 | $59,191-67.9% | $76,767-75.2% | $56,289-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 14.67% | 6.62%+8.1pp | 2.43%+12.2pp | -9.96%+24.6pp |
| Employer contribution / active EE | $323 | $1,759-81.6% | $2,485-87.0% | $2,111-84.7% |
| Participant deferral / active EE | $1,573 | $3,255-51.7% | $3,852-59.2% | $3,350-53.1% |
| Admin fee / account holder | $82 | $489-83.2% | $6,675-98.8% | $521-84.3% |