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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $147,647 |
AVONDALE PARTNERS LLC1 year Filed as: AVONDALE ADVISORS Service code 26 TWO AMERICAN CENTER · NASHVILLE, TN 37203 | Advisory (Participants) | $24,599 |
Service code 26 · EIN 41-4903228 | Advisory (Participants) | $9,502 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $295,782 | $155,795+89.9% | $136,298+117.0% | $69,634+324.8% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 17.32% | 232464.33%-232447.0pp | 5156.27%-5138.9pp | 27572.26%-27554.9pp |
| Employer contribution / active EE | $11,706 | $2,991+291.4% | $4,696+149.3% | $2,032+476.0% |
| Participant deferral / active EE | $10,537 | $5,394+95.4% | $6,247+68.7% | $3,224+226.8% |
| Admin fee / account holder | $293 | $128+128.3% | $9,244-96.8% | $110+165.1% |