Filed August 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $33,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,363 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,368 | $71,192+28.3% | $117,854-22.5% | $62,292+46.7% |
| Participation rate | 65.3% | 74.2%-8.9pp | 79.7%-14.3pp | 69.5%-4.2pp |
| Annual return | 16.32% | 18.66%-2.3pp | 335.08%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,375 | $1,934-28.9% | $3,786-63.7% | $2,042-32.7% |
| Participant deferral / active EE | $3,556 | $3,189+11.5% | $4,482-20.6% | $3,169+12.2% |
| Admin fee / account holder | $31 | $587-94.7% | $8,020-99.6% | $479-93.5% |