Filed November 15, 2018
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC4 years Filed as: DAVENPORT AND COMPANY LLC Service code 27 901 E CARY STREET, SUITE 1100 · RICHMOND, VA 23219 | Advisory (Plan) | $11,142 |
THE VANGUARD GROUP, INC.10+ years Service code 37 · EIN 23-1945930 | Loan Processing | $4,590 |
PBMARES, LLP3 years Service code 10 · EIN 54-0737372 | Accounting | $2,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,362 | $78,636-43.6% | $105,607-58.0% | $74,459-40.4% |
| Participation rate | 36.1% | 72.8%-36.7pp | 75.3%-39.2pp | 67.2%-31.2pp |
| Annual return | 12.27% | 15.96%-3.7pp | 116.11%-103.8pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $296 | $2,523-88.3% | $3,167-90.7% | $2,626-88.7% |
| Participant deferral / active EE | $1,716 | $4,322-60.3% | $5,011-65.7% | $4,350-60.5% |
| Admin fee / account holder | $176 | $2,220-92.1% | $10,958-98.4% | $1,945-91.0% |