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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4+ years Service code 28 · EIN 74-2798841 | Investment Management | $287,800 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 23-2384840 | Advisory (Plan) | $65,000 |
Filed as: BRADY MCGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $63,208 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $62,000 |
CLARKE & SAMPSON, INC.3 years Filed as: CLARKE & SAMPSON, INC Service code 53 · EIN 54-0657005 | Insurance Commissions | $11,869 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $5,149 |
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 | $265,637 | $82,546+221.8% | $140,019+89.7% | $75,289+252.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -3.85% | -0.36%-3.5pp | 651.19%-655.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $22,189 | $3,856+475.4% | $5,605+295.9% | $2,405+822.6% |
| Participant deferral / active EE | $101 | $5,731-98.2% | $6,927-98.5% | $3,739-97.3% |
| Admin fee / account holder | $333 | $86+288.7% | $10,705-96.9% | $102+225.9% |