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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, EDWARDS AND COMPANY, L.L.P. Service code 10 · EIN 54-0504608 3906 ELECTRIC ROAD · ROANOKE, VA 24018 | Accounting | $12,050 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 NORTH MAIN STREET · WINSTON SALEM, NC 27101 | Recordkeeping | $5,326 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,678 | $27,800-79.6% | $58,561-90.3% | $71,511-92.1% |
| Participation rate | 100.0% | 34.6%+65.4pp | 50.9%+49.1pp | 67.9%+32.1pp |
| Annual return | 9.00% | 26.80%-17.8pp | 4251.33%-4242.3pp | 28.86%-19.9pp |
| Employer contribution / active EE | $144 | $632-77.2% | $1,053-86.3% | $2,589-94.4% |
| Participant deferral / active EE | $0 | $1,208-100.0% | $1,923-100.0% | $4,291-100.0% |
| Admin fee / account holder | $69 | $1,637-95.8% | $2,520-97.2% | $1,588-95.6% |