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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $118,225 |
LEE, DANNER & BASS, INC.1+ years Service code 26 · EIN 62-1327844 | Advisory (Participants) | $22,482 |
THE STEIN & GOOCH COMPANY, INC.1+ years Service code 26 · EIN 62-1247243 | Advisory (Participants) | $15,004 |
ABERNATHY INVESTMENT MGMT1+ years Filed as: ABERNTHY INVESTMENT MGMT Service code 26 · EIN 41-4903228 | Advisory (Participants) | $8,269 |
SHAYNE & CO LLC1+ years Filed as: SHAYNE & CO., LLC Service code 26 · EIN 62-1578680 | Advisory (Participants) | $6,399 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 46-1556040 | Advisory (Participants) | $5,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $247,665 | $88,324+180.4% | $115,038+115.3% | $55,191+348.7% |
| Participation rate | 98.5% | 72.5%+26.0pp | 81.4%+17.2pp | 69.2%+29.4pp |
| Annual return | -1.12% | 6.30%-7.4pp | 26.14%-27.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $11,922 | $2,805+325.0% | $4,608+158.7% | $1,899+527.9% |
| Participant deferral / active EE | $8,742 | $5,042+73.4% | $6,026+45.1% | $3,046+187.0% |
| Admin fee / account holder | $330 | $105+213.0% | $8,175-96.0% | $91+263.3% |