Filed November 18, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $16,069 |
Filed as: LOWE, BROCKENBROUGH & CO. Service code 27 · EIN 54-0859081 1802 BAYBERRY COURT · RICHMOND, VA 23226 | Advisory (Plan) | $13,026 |
Service code 10 · EIN 54-1149263 PO BOX 2560 · WINCHESTER, VA 22604 | Accounting | $9,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,867 | $46,534+54.4% | $64,097+12.1% | $75,177-4.4% |
| Participation rate | 96.8% | 65.9%+30.9pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 11.06% | 26.07%-15.0pp | 33.75%-22.7pp | 160.75%-149.7pp |
| Employer contribution / active EE | $3,331 | $1,976+68.6% | $2,750+21.1% | $2,671+24.7% |
| Participant deferral / active EE | $3,999 | $2,835+41.1% | $3,881+3.0% | $4,126-3.1% |
| Admin fee / account holder | $164 | $2,957-94.4% | $3,070-94.6% | $5,651-97.1% |