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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $476,472 |
SAWGRASS ASSET MANAGEMENT3+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $135,367 |
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $78,000 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $26,592 |
SMITH, GAMBRELL & RUSSELL, LLP3+ years Service code 29 · EIN 58-0967450 | Legal | $16,755 |
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 | $78,715 | $221,442-64.5% | $92,240-14.7% | $77,958+1.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 14.03% | 15.65%-1.6pp | 176.29%-162.3pp | 20.87%-6.8pp |
| Employer contribution / active EE | $3,098 | $3,226-4.0% | $3,680-15.8% | $2,310+34.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $610 | $210+190.8% | $5,194-88.3% | $97+526.2% |