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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 | $7,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 N. MAIN STREET · WINSTON SALEM, NC 27101 | Recordkeeping | $6,298 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,516 | $35,986-87.4% | $77,513-94.2% | $73,493-93.9% |
| Participation rate | 100.0% | 40.8%+59.2pp | 54.2%+45.8pp | 70.7%+29.3pp |
| Annual return | 10.20% | 19.26%-9.1pp | 54.81%-44.6pp | 28.51%-18.3pp |
| Employer contribution / active EE | $247 | $557-55.7% | $987-75.0% | $2,270-89.1% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $48 | $466-89.8% | $2,859-98.3% | $513-90.7% |