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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,444 |
LEE, DANNER & BASS, INC.5+ years Service code 26 ONE AMERICAN CENTER · NASHVILLE, TN 37203 | Advisory (Participants) | $19,024 |
ABERNATHY INVESTMENT MGMT3 years Service code 26 · EIN 41-4903228 | Advisory (Participants) | $10,201 |
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 | $324,007 | $88,122+267.7% | $141,200+129.5% | $67,584+379.4% |
| Participation rate | 98.6% | 76.5%+22.1pp | 82.5%+16.1pp | 71.3%+27.3pp |
| Annual return | 23.59% | 75.40%-51.8pp | 71.41%-47.8pp | 378.59%-355.0pp |
| Employer contribution / active EE | $14,315 | $3,224+344.0% | $4,736+202.2% | $2,148+566.5% |
| Participant deferral / active EE | $11,974 | $5,958+101.0% | $6,710+78.4% | $3,540+238.3% |
| Admin fee / account holder | $178 | $131+35.7% | $10,265-98.3% | $142+24.8% |