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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $582,457 |
NATIONAL EMPLOYEE BENEFIT ADMIN9+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $84,000 |
SAWGRASS ASSET MANAGEMENT9+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $41,424 |
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $36,206 |
SMITH, GAMBRELL & RUSSELL, LLP9+ years Service code 29 · EIN 58-0967450 | Legal | $21,349 |
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 | $91,624 | $88,479+3.6% | $96,515-5.1% | $80,157+14.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.07% | 22.53%-9.5pp | 35.73%-22.7pp | 40.39%-27.3pp |
| Employer contribution / active EE | $4,009 | $4,177-4.0% | $3,740+7.2% | $2,977+34.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $567 | $211+168.2% | $6,735-91.6% | $145+291.2% |