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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $204,494 |
Filed as: BRADY MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $94,718 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $75,123 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $56,250 |
CLARKE & SAMPSON, INC.2 years Service code 22 · EIN 54-0657005 | Insurance Broker | $13,529 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $4,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,819 | $105,028+310.2% | $107,187+301.9% | $100,573+328.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 14.26% | 10.61%+3.7pp | 204.55%-190.3pp | 18.89%-4.6pp |
| Employer contribution / active EE | $27,902 | $5,641+394.7% | $3,782+637.7% | $3,763+641.4% |
| Participant deferral / active EE | $113 | $2,685-95.8% | $5,096-97.8% | $4,921-97.7% |
| Admin fee / account holder | $305 | $355-14.2% | $9,162-96.7% | $454-32.9% |