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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $181,251 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $119,358 |
HAYNIE & COMPANY2 years Filed as: HAYNIE AND COMPANY Service code 99 · EIN 11-1000111 | Other Fees | $12,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,800 |
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 | $446,133 | $84,499+428.0% | $125,391+255.8% | $66,949+566.4% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -20.65% | -8.49%-12.2pp | 572.41%-593.1pp | 1.57%-22.2pp |
| Employer contribution / active EE | $16,285 | $3,554+358.3% | $4,816+238.2% | $2,545+539.8% |
| Participant deferral / active EE | $15,362 | $6,785+126.4% | $7,448+106.3% | $4,239+262.4% |
| Admin fee / account holder | $1,116 | $685+63.0% | $10,009-88.8% | $594+88.1% |