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 ADVISORS Service code 27 FIN NETWORK LLC · ST LOUIS, MO 63103 | Advisory (Plan) | $24,093 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,474 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,724 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $743 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,103 | $81,474+4.5% | $133,956-36.5% | $73,488+15.8% |
| Participation rate | 84.7% | 76.4%+8.3pp | 79.8%+4.8pp | 70.7%+14.0pp |
| Annual return | 7.21% | 19.40%-12.2pp | 45.09%-37.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,677 | $2,209-24.1% | $3,919-57.2% | $2,270-26.1% |
| Participant deferral / active EE | $4,892 | $3,786+29.2% | $5,048-3.1% | $3,740+30.8% |
| Admin fee / account holder | $275 | $713-61.4% | $8,927-96.9% | $513-46.4% |