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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,294 | $65,908-44.9% | $81,812-55.6% | $77,643-53.3% |
| Participation rate | 43.0% | 65.8%-22.8pp | 72.3%-29.4pp | 70.6%-27.6pp |
| Annual return | 10.83% | 26.64%-15.8pp | 773.79%-763.0pp | 31.24%-20.4pp |
| Employer contribution / active EE | $919 | $2,370-61.2% | $2,912-68.4% | $2,726-66.3% |
| Participant deferral / active EE | $1,597 | $3,505-54.4% | $4,319-63.0% | $4,647-65.6% |
| Admin fee / account holder | $127 | $526-75.9% | $7,386-98.3% | $430-70.6% |