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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $590,740 |
NATIONAL EMPLOYEE BENEFIT ADMIN10+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $63,000 |
SMITH, GAMBRELL & RUSSELL, LLP10+ years Service code 29 · EIN 58-0967450 | Legal | $44,516 |
SAWGRASS ASSET MANAGEMENT10+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $36,892 |
LEGACY PROFESSIONALS LLP9 years Service code 10 · EIN 32-0043599 | Accounting | $35,278 |
Service code 13 · EIN 99-0940151 | Contract Administrator | $30,000 |
TOP DRAWER, INC.1 year Filed as: TOP DRAWER, INC Service code 49 · EIN 59-1550960 | Other Services | $11,851 |
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 | $101,986 | $241,850-57.8% | $102,437-0.4% | $200,096-49.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.90% | 17.67%-6.8pp | 24.95%-14.0pp | 34.26%-23.4pp |
| Employer contribution / active EE | $5,011 | $4,253+17.8% | $3,871+29.5% | $3,038+65.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $604 | $288+109.8% | $8,388-92.8% | $269+124.4% |