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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY, LLC Service code 26 · EIN 26-4560299 | Advisory (Participants) | $34,126 |
WELLS FARGO BANK, N.A.7 years Filed as: LEGACY-WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
STRATOS WEALTH PARTNERS2 years Filed as: STRATOS WEALTH ADVISORS Service code 26 · EIN 27-5273468 | Advisory (Participants) | $28,814 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 32-0070947 | Advisory (Participants) | $15,600 |
PARK EDGE ADVISORS1 year Service code 26 · EIN 87-3440073 | Advisory (Participants) | $6,964 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$180,505 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $439,375 | $95,388+360.6% | $125,401+250.4% | $77,906+464.0% |
| Participation rate | 81.9% | 78.6%+3.3pp | 82.4%-0.5pp | 73.7%+8.2pp |
| Annual return | -15.19% | 116.19%-131.4pp | 572.53%-587.7pp | 12.16%-27.3pp |
| Employer contribution / active EE | $570 | $3,666-84.4% | $4,816-88.2% | $2,846-80.0% |
| Participant deferral / active EE | $12,068 | $7,711+56.5% | $7,448+62.0% | $4,805+151.1% |
| Admin fee / account holder | $161 | $119+35.1% | $10,008-98.4% | $133+21.1% |