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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 3906 ELECTRIC ROAD · ROANOKE, VA 24018 | Accounting | $12,805 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 100 NORTH MAIN STREET · WINSTONSALEM, NC 27101 | Recordkeeping | $10,005 |
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 | $4,795 | $30,421-84.2% | $56,077-91.4% | $74,429-93.6% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 7.19% | 24.94%-17.7pp | 1709.28%-1702.1pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $111 | $610-81.8% | $1,040-89.3% | $2,625-95.8% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $73 | $2,363-96.9% | $2,825-97.4% | $1,944-96.2% |