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| Provider | Service type | Compensation |
|---|---|---|
DIVIDEND ASSET CAPITAL LLC2 years Service code 51 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Investment Mgmt Fees | $58,695 |
GREENWOOD CAPITAL ASSOCIATES5+ years Service code 51 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Investment Mgmt Fees | $29,645 |
COUNTY BANK5+ years Service code 24 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Discretionary Trustee | $21,713 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,467 | $89,652+7.6% | $141,191-31.7% | $65,185+48.0% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.5%-10.3pp | 70.2%+2.0pp |
| Annual return | 19.25% | 32.79%-13.5pp | 71.41%-52.2pp | 29.38%-10.1pp |
| Employer contribution / active EE | $2,701 | $3,065-11.9% | $4,736-43.0% | $2,177+24.1% |
| Participant deferral / active EE | $4,140 | $5,691-27.3% | $6,710-38.3% | $3,514+17.8% |
| Admin fee / account holder | $550 | $569-3.2% | $10,264-94.6% | $847-35.0% |