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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS AND COMPANY, L.L.P. Service code 10 · EIN 54-0504608 319MCCLANAHAN STREET, S.W. · ROANOKE, VA 24014 | Accounting | $8,050 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 NORTH MAIN STREET · WINSTON SALEM, NC 27101 | Recordkeeping | $7,593 |
TUGGLE & ROYSTER1 year Service code 10 3011 S. CHURCH STREET · BURLINGTON, NC 27215 | Accounting | $2,000 |
Employer contribution per participant 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 | $5,022 | $26,549-81.1% | $61,452-91.8% | $66,938-92.5% |
| Participation rate | 100.0% | 38.1%+61.9pp | 52.6%+47.4pp | 69.8%+30.2pp |
| Annual return | -11.72% | -16.21%+4.5pp | 338.96%-350.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $107 | $651-83.5% | $1,160-90.7% | $2,545-95.8% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,238-100.0% |
| Admin fee / account holder | $68 | $409-83.3% | $2,131-96.8% | $594-88.5% |