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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,521 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN EDWARDS AND COMPANY , L.L.P. Service code 10 · EIN 54-0504608 319 MCCLANAHAN STREET, S.W. · ROANOKE, VA 24014 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,699 | $28,109-86.8% | $71,089-94.8% | $56,289-93.4% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.6%+45.4pp | 69.9%+30.1pp |
| Annual return | -9.87% | -615.05%+605.2pp | 650.65%-660.5pp | -9.96%+0.1pp |
| Employer contribution / active EE | $17 | $558-96.9% | $1,088-98.4% | $2,111-99.2% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,873-100.0% | $3,350-100.0% |
| Admin fee / account holder | $52 | $585-91.1% | $3,082-98.3% | $521-90.0% |