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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,964 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN EDWARDS AND COMPANY , L.L.P. Service code 10 · EIN 54-0504608 319 MCCLANAHAN STREET, S.W. · R, VA 24014 | Accounting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,141 | $32,037-87.1% | $69,182-94.0% | $62,881-93.4% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 7.26% | 15.16%-7.9pp | -21.93%+29.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $430 | $679-36.7% | $1,206-64.3% | $2,281-81.1% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $66 | $2,608-97.5% | $2,697-97.5% | $4,296-98.5% |