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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $211,178 |
NATIONAL EMPLOYEE BENEFIT ADMIN9+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $78,000 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1120909 | Legal | $51,008 |
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $34,731 |
SAWGRASS ASSET MANAGEMENT9+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $17,162 |
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 | $62,870 | $93,010-32.4% | $96,515-34.9% | $74,460-15.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 15.12% | 37.50%-22.4pp | 35.73%-20.6pp | 34.38%-19.3pp |
| Employer contribution / active EE | $3,712 | $3,427+8.3% | $3,740-0.7% | $2,638+40.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $562 | $633-11.2% | $6,735-91.7% | $348+61.6% |