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| Provider | Service type | Compensation |
|---|---|---|
GREENWOOD CAPITAL ASSOCIATES6+ years Service code 51 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Investment Mgmt Fees | $40,414 |
COUNTY BANK6+ years Service code 24 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Discretionary Trustee | $33,368 |
DIVIDEND ASSET CAPITAL LLC3 years Service code 51 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,000,135 | $165,381+504.7% | $149,730+568.0% | $158,966+529.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.33% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $39,620 | $5,104+676.2% | $4,645+752.9% | $4,762+731.9% |
| Participant deferral / active EE | $60,802 | $7,182+746.6% | $6,843+788.6% | $5,983+916.2% |
| Admin fee / account holder | $4,478 | $10,809-58.6% | $9,310-51.9% | $11,250-60.2% |