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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $151,144 |
Service code 27 7250 WOODMONT AVENUE · BETHESDA, MD 20814 | Advisory (Plan) | $37,056 |
BRAGG FINANCIAL ADVISORS6+ years Filed as: BRAGG FINANCIAL ADVISORS, INC. Service code 27 1031 SOUTH CALDWELL STREET · CHARLOTTE, NC 28203 | Advisory (Plan) | $25,668 |
KINGFISHER CAPITAL LLC6+ years Service code 50 215 QUEENS ROAD · CHARLOTTE, NC 28204 | Direct Payment | $18,169 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $92 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $630,016 | $99,957+530.3% | $149,730+320.8% | $73,493+757.2% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.6pp | 70.7%+24.4pp |
| Annual return | 10.30% | 53.87%-43.6pp | 276.70%-266.4pp | 28.51%-18.2pp |
| Employer contribution / active EE | $18,005 | $3,191+464.2% | $4,645+287.6% | $2,270+693.1% |
| Participant deferral / active EE | $11,908 | $6,073+96.1% | $6,843+74.0% | $3,740+218.4% |
| Admin fee / account holder | $866 | $551+57.2% | $9,310-90.7% | $513+68.7% |