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| Provider | Service type | Compensation |
|---|---|---|
COUNTY BANK2+ years Service code 24 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Discretionary Trustee | $96,230 |
DIVIDEND ASSET CAPITAL LLC2+ years Filed as: DIVIDEND ASSETS CAPITAL LLC Service code 51 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Investment Mgmt Fees | $42,155 |
GREENWOOD CAPITAL ASSOCIATES2+ years Service code 51 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Investment Mgmt Fees | $27,551 |
ELLIOTT DAVIS, LLC2+ years Filed as: ELLIOTT DAVIS DECOSIMO LLC Service code 10 · EIN 57-0381582 200 EAST BROAD STREET · GREENVILLE, SC 29606 | Accounting | $9,800 |
WYCHE, P.A.1 year Service code 29 · EIN 57-0514278 44 EAST CAMPERDOWN WAY · GREENVILLE, SC 29602 | Legal | $6,856 |
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 | $96,482 | $75,183+28.3% | $123,894-22.1% | $55,167+74.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 81.4%+14.6pp | 69.0%+27.0pp |
| Annual return | 6.55% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,377 | $2,823+19.6% | $4,617-26.8% | $1,963+72.1% |
| Participant deferral / active EE | $4,149 | $5,084-18.4% | $5,984-30.7% | $3,054+35.9% |
| Admin fee / account holder | $687 | $663+3.7% | $8,357-91.8% | $504+36.4% |