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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $394,902 |
SAWGRASS ASSET MANAGEMENT1+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $142,137 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $83,000 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Service code 29 · EIN 58-0967450 | Legal | $35,329 |
WARREN AVERETT, LLC1+ years Filed as: AVERETT WARMUS DURKEE, PA Service code 10 · EIN 59-3214308 | Accounting | $25,500 |
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 | $56,099 | $50,498+11.1% | $75,784-26.0% | $55,191+1.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.13% | 1.80%-2.9pp | 9.68%-10.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $6,002 | $2,291+162.0% | $3,323+80.6% | $1,899+216.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $500 | $123+306.7% | $5,300-90.6% | $91+451.3% |