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| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH2 years Filed as: MONTAG & CADWELL INC. Service code 28 · EIN 58-1022504 | Investment Management | $17,784 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $14,284 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 28 · EIN 59-1237041 | Investment Management | $12,789 |
GANTT MALZI & ASSOCIATES CPAS P.A.1 year Service code 10 · EIN 83-2837489 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,478 | $65,365+79.7% | $92,893+26.5% | $72,985+61.0% |
| Participation rate | 98.8% | 68.3%+30.5pp | 76.0%+22.8pp | 69.5%+29.3pp |
| Annual return | 21.74% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $8,235 | $2,594+217.5% | $3,653+125.5% | $2,440+237.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $503 | $4,251-88.2% | $5,794-91.3% | $5,124-90.2% |