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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $711,221 |
SAWGRASS ASSET MANAGEMENT7+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $127,462 |
NATIONAL EMPLOYEE BENEFIT ADMIN7+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $84,000 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $29,192 |
SMITH, GAMBRELL & RUSSELL, LLP7+ years Service code 29 · EIN 58-0967450 | Legal | $18,023 |
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 | $104,927 | $88,770+18.2% | $109,163-3.9% | $93,010+12.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 15.13% | 60.64%-45.5pp | 25.75%-10.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $3,830 | $3,780+1.3% | $3,723+2.9% | $2,705+41.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $745 | $172+332.4% | $6,754-89.0% | $152+391.2% |