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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $243,974 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $103,124 |
NATIONAL EMPLOYEE BENEFIT ADMIN10+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $58,500 |
LEGACY PROFESSIONALS LLP9 years Service code 10 · EIN 32-0043599 | Accounting | $34,120 |
Filed as: MY BENEFIT ADMINISTRATOR INC. Service code 13 · EIN 99-0940151 | Contract Administrator | $28,500 |
SAWGRASS ASSET MANAGEMENT10+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $21,670 |
TOP DRAWER, INC.1 year Filed as: TOP DRAWER MEDIA SOLUTIONS INC Service code 49 · EIN 59-1550960 | Other Services | $10,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,175 | $83,023-14.3% | $102,437-30.5% | $77,762-8.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.77% | 19.12%-7.3pp | 24.95%-13.2pp | 31.27%-19.5pp |
| Employer contribution / active EE | $4,412 | $3,552+24.2% | $3,871+14.0% | $2,728+61.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $711 | $639+11.3% | $8,388-91.5% | $433+64.3% |