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| Provider | Service type | Compensation |
|---|---|---|
COUNTY BANK1 year Filed as: COUNTYBANK Service code 24 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Discretionary Trustee | $104,376 |
Service code 51 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Investment Mgmt Fees | $42,536 |
GREENWOOD CAPITAL ASSOCIATES4+ years Service code 51 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Investment Mgmt Fees | $28,125 |
ELLIOTT DAVIS, LLC2 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 200 EAST BROAD STREET · GREENVILLE, SC 29606 | Accounting | $10,000 |
WYCHE, P.A.3+ years Service code 29 · EIN 57-0514278 44 EAST CAMPERDOWN WAY · GREENVILLE, SC 29602 | Legal | $0 |
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 | $83,197 | $73,102+13.8% | $123,552-32.7% | $56,287+47.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.13% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,289 | $2,977-23.1% | $4,628-50.5% | $2,111+8.4% |
| Participant deferral / active EE | $3,276 | $5,423-39.6% | $6,426-49.0% | $3,350-2.2% |
| Admin fee / account holder | $668 | $554+20.7% | $9,285-92.8% | $521+28.3% |