Filed November 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOWE, BROCKENBROUGH & CO Service code 99 · EIN 54-0859081 1802 BAYBERRY CT · RICHMOND, VA 23226 | Other Fees | $20,086 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Other Fees | $13,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,887 | $53,841+39.1% | $75,731-1.1% | $85,851-12.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 26.07% | 24.54%+1.5pp | 104.65%-78.6pp | 318.63%-292.6pp |
| Employer contribution / active EE | $4,248 | $2,017+110.6% | $2,743+54.9% | $2,565+65.6% |
| Participant deferral / active EE | $4,160 | $2,895+43.7% | $3,820+8.9% | $3,952+5.3% |
| Admin fee / account holder | $425 | $3,340-87.3% | $3,620-88.3% | $6,261-93.2% |