Filed June 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC10+ years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $22,866 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,294 | $66,004-45.0% | $81,820-55.6% | $77,714-53.3% |
| Participation rate | 43.0% | 65.8%-22.8pp | 72.4%-29.4pp | 70.6%-27.6pp |
| Annual return | 10.83% | 26.65%-15.8pp | 777.93%-767.1pp | 31.26%-20.4pp |
| Employer contribution / active EE | $919 | $2,375-61.3% | $2,915-68.5% | $2,727-66.3% |
| Participant deferral / active EE | $1,597 | $3,508-54.5% | $4,323-63.0% | $4,649-65.6% |
| Admin fee / account holder | $127 | $527-76.0% | $7,391-98.3% | $433-70.8% |