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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SMITH, GAMBRELL & RUSSELL Service code 29 50 N. LAURA ST · JACKSONVILLE, FL 32202 | Legal | $51,863 |
Filed as: VESTAL AND WILER Service code 10 · EIN 59-3198021 | Accounting | $13,750 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,009 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,142 | $56,054+87.6% | $171,082-38.5% | $62,881+67.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.70% | 22.52%-16.8pp | 32.56%-26.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $51 | $1,731-97.1% | $4,002-98.7% | $2,281-97.8% |
| Participant deferral / active EE | $4,163 | $3,158+31.8% | $4,797-13.2% | $3,203+30.0% |
| Admin fee / account holder | $505 | $3,647-86.1% | $8,520-94.1% | $4,296-88.2% |