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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $94,542 |
NATIONAL EMPLOYEE BENEFIT ADMIN2+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $78,000 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $34,187 |
SAWGRASS ASSET MANAGEMENT2+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $24,504 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1120909 | Legal | $22,375 |
Filed as: MERRILL LYNCH, PIERCE FENNER & SMIT Service code 18 · EIN 13-5674085 | Sub-transfer agency fees; Account mai... | $8,871 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,938 | $57,921-38.0% | $84,753-57.6% | $57,658-37.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 2.74% | 10.24%-7.5pp | 22.78%-20.0pp | 5.13%-2.4pp |
| Employer contribution / active EE | $2,510 | $2,598-3.4% | $3,574-29.8% | $1,974+27.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $405 | $130+212.5% | $5,333-92.4% | $95+328.7% |