Filed August 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 FIN NETWORK LLC · ST LOUIS, MO 63103 | Advisory (Plan) | $31,281 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,976 | $86,332+14.6% | $125,175-20.9% | $65,185+51.8% |
| Participation rate | 68.0% | 75.3%-7.3pp | 79.8%-11.8pp | 70.2%-2.2pp |
| Annual return | 19.55% | 27.43%-7.9pp | 43.79%-24.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,127 | $2,040-44.7% | $3,865-70.8% | $2,177-48.2% |
| Participant deferral / active EE | $4,235 | $3,537+19.7% | $4,937-14.2% | $3,514+20.5% |
| Admin fee / account holder | $170 | $609-72.1% | $9,702-98.2% | $847-79.9% |