Filed October 25, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $99,847 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $54,549 |
CLS INVESTMENTS2+ years Filed as: CLS INVESTMENTS, LLC Service code 26 · EIN 13-4109249 | Advisory (Participants) | $45,921 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 27 · EIN 13-3954297 | Advisory (Plan) | $27,775 |
KEITER2+ years Service code 10 · EIN 54-1631262 | Accounting | $23,720 |
Service code 26 · EIN 83-0331917 | Advisory (Participants) | $15,895 |
Filed as: INVESTMENT MANAGEMENT OF VIRGINIA Service code 26 · EIN 54-1994290 | Advisory (Participants) | $15,306 |
DAVENPORT & COMPANY LLC2+ years Service code 26 · EIN 54-1835842 | Advisory (Participants) | $11,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $328,165 | $155,795+110.6% | $136,298+140.8% | $69,634+371.3% |
| Participation rate | 89.7% | 75.2%+14.4pp | 81.9%+7.7pp | 70.7%+19.0pp |
| Annual return | 13.73% | 232464.33%-232450.6pp | 5156.27%-5142.5pp | 27572.26%-27558.5pp |
| Employer contribution / active EE | $6,944 | $2,991+132.2% | $4,696+47.9% | $2,032+241.7% |
| Participant deferral / active EE | $12,449 | $5,394+130.8% | $6,247+99.3% | $3,224+286.1% |
| Admin fee / account holder | $87 | $128-32.5% | $9,244-99.1% | $110-21.6% |