Filed March 31, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LOWE, BROCKENBROUGH & COMPANY Service code 28 · EIN 54-0859081 1802 BAYBERRY CT · RICHMOND, VA 232263773 | Investment Management | $66,299 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $45,147 |
HANTZMON WIEBEL LLP2 years Filed as: HANTZMON WIEBEL, LLP Service code 10 · EIN 54-0618213 PO BOX 1409 · CHARLOTTESVILLE, VA 22902 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,607 | $79,151+90.3% | $60,919+147.2% | $64,824+132.3% |
| Participation rate | 68.9% | 77.7%-8.8pp | 73.1%-4.2pp | 71.5%-2.5pp |
| Annual return | -10.30% | -7.12%-3.2pp | 16.96%-27.3pp | 32.84%-43.1pp |
| Employer contribution / active EE | $4,507 | $3,052+47.6% | $2,704+66.7% | $2,507+79.8% |
| Participant deferral / active EE | $4,116 | $3,727+10.4% | $3,814+7.9% | $4,311-4.5% |
| Admin fee / account holder | $336 | $106+218.1% | $3,228-89.6% | $188+79.0% |