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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2+ years Service code 28 · EIN 74-2798841 | Investment Management | $289,347 |
Filed as: CAPLIN & DRYSDALE, CHARTERED Service code 29 · EIN 52-1226629 | Legal | $79,194 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, WELLS FARGO C Service code 27 · EIN 36-4019175 | Advisory (Plan) | $65,000 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $56,000 |
Filed as: BRADY, MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $54,778 |
CLARKE & SAMPSON, INC.1 year Filed as: CLARKE & SAMPSON, INC Service code 53 · EIN 54-0657005 | Insurance Commissions | $11,841 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $5,093 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $270,040 | $80,354+236.1% | $133,975+101.6% | $63,975+322.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 4.72% | 13.11%-8.4pp | 29.29%-24.6pp | 48.65%-43.9pp |
| Employer contribution / active EE | $22,233 | $3,503+534.6% | $5,211+326.6% | $2,182+919.1% |
| Participant deferral / active EE | $116 | $5,239-97.8% | $6,282-98.2% | $3,356-96.5% |
| Admin fee / account holder | $326 | $69+370.3% | $9,324-96.5% | $70+362.8% |