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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN EDWARDS AND COMPANY, L.L.P. Service code 10 · EIN 54-0504608 319 MCCLANAHAN STREET, S.W. · ROANOKE, VA 24014 | Accounting | $6,800 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,229 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,101 | $31,679-87.1% | $74,701-94.5% | $65,185-93.7% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.5%+45.5pp | 70.2%+29.8pp |
| Annual return | 17.24% | 39.04%-21.8pp | 752.92%-735.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $157 | $566-72.2% | $1,084-85.5% | $2,177-92.8% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,964-100.0% | $3,514-100.0% |
| Admin fee / account holder | $47 | $379-87.5% | $3,333-98.6% | $847-94.4% |