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| Provider | Service type | Compensation |
|---|---|---|
COUNTY BANK1+ years Service code 26 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Advisory (Participants) | $105,342 |
DIVIDEND ASSET CAPITAL LLC1+ years Filed as: DIVIDEND ASSETS CAPITAL LLC Service code 21 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Bank Trustee | $42,287 |
GREENWOOD CAPITAL ASSOCIATES1+ years Service code 21 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Bank Trustee | $27,173 |
ELLIOTT DAVIS, LLC1+ years Filed as: ELLIOTT DAVIS DECOSIMO LLC Service code 10 · EIN 57-0381582 200 EAST BROAD STREET · GREENVILLE, SC 29606 | Accounting | $9,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,319 | $70,002+34.7% | $115,038-18.0% | $52,331+80.2% |
| Participation rate | 97.9% | 72.1%+25.8pp | 81.4%+16.6pp | 68.1%+29.8pp |
| Annual return | 3.03% | 4.04%-1.0pp | 26.14%-23.1pp | 4.54%-1.5pp |
| Employer contribution / active EE | $3,054 | $2,715+12.5% | $4,608-33.7% | $1,882+62.3% |
| Participant deferral / active EE | $4,131 | $4,920-16.0% | $6,026-31.5% | $3,022+36.7% |
| Admin fee / account holder | $681 | $566+20.4% | $8,175-91.7% | $592+15.2% |