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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $8,333 |
RIDGEWORTH6+ years Filed as: MONTAG & CADWELL, INC. Service code 28 · EIN 58-1022504 | Investment Management | $6,031 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 28 · EIN 59-1237041 | Investment Management | $2,686 |
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 | $135,131 | $72,277+87.0% | $101,248+33.5% | $79,858+69.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.19% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,861 | $3,282+170.0% | $4,370+102.8% | $3,740+136.9% |
| Admin fee / account holder | $357 | $4,400-91.9% | $5,945-94.0% | $5,306-93.3% |