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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $223,436 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $151,740 |
HAYNIE & COMPANY1 year Filed as: HAYNIE AND COMPANY Service code 99 · EIN 87-0325228 | Other Fees | $10,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,829 |
LOCKE LORD LLP6 years Service code 99 · EIN 22-2000222 | Other Fees | $5,801 |
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 | $535,005 | $104,479+412.1% | $159,474+235.5% | $79,391+573.9% |
| Participation rate | 99.3% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.6pp |
| Annual return | 12.80% | 67.98%-55.2pp | 263.68%-250.9pp | 116.88%-104.1pp |
| Employer contribution / active EE | $14,784 | $3,417+332.7% | $4,831+206.0% | $2,428+508.9% |
| Participant deferral / active EE | $14,432 | $6,468+123.1% | $7,353+96.3% | $4,046+256.7% |
| Admin fee / account holder | $1,325 | $711+86.2% | $10,802-87.7% | $627+111.5% |