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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $411,662 |
SAWGRASS ASSET MANAGEMENT2+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $137,434 |
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 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Service code 29 · EIN 58-0967450 | Legal | $30,033 |
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 | $61,280 | $54,392+12.7% | $84,753-27.7% | $63,975-4.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.49% | 611.38%-603.9pp | 22.78%-15.3pp | 48.65%-41.2pp |
| Employer contribution / active EE | $2,538 | $2,943-13.8% | $3,574-29.0% | $2,182+16.3% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $516 | $136+279.8% | $5,333-90.3% | $70+632.4% |