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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $610,512 |
Service code 13 · EIN 99-0940151 | Contract Administrator | $75,000 |
SMITH, GAMBRELL & RUSSELL, LLP11+ years Service code 29 · EIN 58-0967450 | Legal | $53,352 |
SAWGRASS ASSET MANAGEMENT11+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $43,878 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $31,596 |
TOP DRAWER, INC.2 years Filed as: TOP DRAWER, INC Service code 49 · EIN 59-1550960 | Other Services | $5,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,209 | $105,028-7.4% | $107,187-9.3% | $100,573-3.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 5.41% | 10.61%-5.2pp | 204.55%-199.1pp | 18.89%-13.5pp |
| Employer contribution / active EE | $5,647 | $5,641+0.1% | $3,782+49.3% | $3,763+50.0% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $578 | $355+62.9% | $9,162-93.7% | $454+27.3% |