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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $244,415 |
Filed as: BRADY, MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $104,554 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $83,811 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,000 |
CLARKE & SAMPSON, INC.7 years Filed as: CLARKE & SAMPSON, INC Service code 22 | Insurance Broker | $12,814 |
CLARKE & SAMPSON, INC.3 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 | $323,752 | $76,774+321.7% | $112,270+188.4% | $77,906+315.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.19% | -10.25%-2.9pp | 27.49%-40.7pp | 12.16%-25.3pp |
| Employer contribution / active EE | $23,235 | $3,977+484.3% | $3,635+539.1% | $2,846+716.3% |
| Participant deferral / active EE | $86 | $3,778-97.7% | $4,729-98.2% | $4,805-98.2% |
| Admin fee / account holder | $329 | $239+37.7% | $6,411-94.9% | $133+148.1% |