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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2+ years Filed as: MONTAG & CADWELL, INC. Service code 28 · EIN 58-1022504 | Investment Management | $25,146 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N. A. Service code 21 · EIN 94-1347393 | Bank Trustee | $17,902 |
CLINE AND COMPANY, PLLC2+ years Service code 10 · EIN 56-1588246 | Accounting | $10,500 |
WITHUMSMITH+BROWN, PC2+ years Filed as: DEUTSCHE BANK ALEX BROWN Service code 28 · EIN 13-2741729 | Investment Management | $7,966 |
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.
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 | $111,286 | $56,894+95.6% | $84,753+31.3% | $62,881+77.0% |
| Participation rate | 98.8% | 68.5%+30.2pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 3.60% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.5pp |
| Employer contribution / active EE | $6,480 | $2,400+170.0% | $3,574+81.3% | $2,281+184.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $567 | $3,581-84.2% | $5,333-89.4% | $4,296-86.8% |