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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $222,842 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $95,646 |
Filed as: BRADY, MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $89,155 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $70,000 |
CLARKE & SAMPSON, INC.6 years Filed as: CLARKE & SAMPSON, INC Service code 22 | Insurance Broker | $12,293 |
CLARKE & SAMPSON, INC.2 years Filed as: CLARK AND SAMPSON, INC. Service code 22 · EIN 54-0657005 | Insurance Broker | $0 |
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 | $370,154 | $88,770+317.0% | $109,191+239.0% | $93,010+298.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.07% | 60.64%-48.6pp | 25.76%-13.7pp | 158.70%-146.6pp |
| Employer contribution / active EE | $21,357 | $3,780+465.1% | $3,723+473.7% | $2,705+689.5% |
| Participant deferral / active EE | $116 | $3,630-96.8% | $4,653-97.5% | $4,561-97.4% |
| Admin fee / account holder | $308 | $172+78.5% | $6,756-95.4% | $152+102.8% |