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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $261,210 |
Filed as: BRADY MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $82,128 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $79,908 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $75,000 |
CLARKE & SAMPSON, INC.1 year Service code 22 · EIN 54-0657005 | Insurance Broker | $13,452 |
THE BANK OF NEW YORK MELLON9 years Service code 19 · EIN 13-5160382 | Securities Custodian | $4,011 |
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 | $414,065 | $241,850+71.2% | $102,437+304.2% | $200,096+106.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.29% | 17.67%-6.4pp | 24.95%-13.7pp | 34.26%-23.0pp |
| Employer contribution / active EE | $29,533 | $4,253+594.4% | $3,871+663.0% | $3,038+872.2% |
| Participant deferral / active EE | $109 | $3,961-97.3% | $5,060-97.9% | $5,090-97.9% |
| Admin fee / account holder | $358 | $288+24.3% | $8,388-95.7% | $269+33.0% |