Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $4,352 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $326 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 55 2011 EVELYN BYRD AVE · CHARLOTTESVILLE, VA 22803 | Other Commissions | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,364 | $56,894+60.6% | $84,753+7.8% | $62,881+45.3% |
| Participation rate | 71.9% | 68.5%+3.3pp | 76.6%-4.7pp | 69.3%+2.6pp |
| Annual return | 8.17% | 6.30%+1.9pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,736 | $2,400-27.7% | $3,574-51.4% | $2,281-23.9% |
| Participant deferral / active EE | $3,063 | $2,709+13.1% | $3,712-17.5% | $3,203-4.4% |
| Admin fee / account holder | $51 | $3,581-98.6% | $5,333-99.0% | $4,296-98.8% |