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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $182,079 |
Service code 27 7250 WOODMONT AVENUE · BETHESDA, MD 20814 | Advisory (Plan) | $25,324 |
BRAGG FINANCIAL ADVISORS1+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 1031 SOUTH CALDWELL STREET · CHARLOTTE, NC 28203 | Advisory (Plan) | $25,049 |
KINGFISHER CAPITAL LLC1+ years Service code 50 215 QUEENS ROAD · CHARLOTTE, NC 28204 | Direct Payment | $17,071 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,771 | $70,002+513.9% | $115,038+273.6% | $52,331+721.3% |
| Participation rate | 95.8% | 72.1%+23.7pp | 81.4%+14.4pp | 68.1%+27.7pp |
| Annual return | -1.20% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $15,040 | $2,715+454.0% | $4,608+226.4% | $1,882+699.3% |
| Participant deferral / active EE | $8,545 | $4,920+73.7% | $6,026+41.8% | $3,022+182.7% |
| Admin fee / account holder | $701 | $566+23.9% | $8,175-91.4% | $592+18.6% |