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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $610,512 |
Service code 13 · EIN 99-0940151 | Contract Administrator | $75,000 |
SMITH, GAMBRELL & RUSSELL, LLP11+ years Service code 29 · EIN 58-0967450 | Legal | $53,352 |
SAWGRASS ASSET MANAGEMENT11+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $43,878 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $31,596 |
TOP DRAWER, INC.2 years Filed as: TOP DRAWER, INC Service code 49 · EIN 59-1550960 | Other Services | $5,085 |
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 | $97,209 | $106,351-8.6% | $105,223-7.6% | $103,975-6.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 5.41% | 11.69%-6.3pp | 180.65%-175.2pp | 19.41%-14.0pp |
| Employer contribution / active EE | $5,647 | $5,336+5.8% | $3,689+53.1% | $3,722+51.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $578 | $316+83.0% | $8,859-93.5% | $332+73.8% |