Filed June 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC2+ years Service code 99 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Other Fees | $7,159 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,403 | $39,859-41.3% | $78,676-70.3% | $57,658-59.4% |
| Participation rate | 27.4% | 66.1%-38.7pp | 73.6%-46.1pp | 70.2%-42.8pp |
| Annual return | 8.19% | 18.96%-10.8pp | 62.19%-54.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $435 | $1,786-75.7% | $2,850-84.7% | $1,974-78.0% |
| Participant deferral / active EE | $856 | $2,248-61.9% | $3,517-75.7% | $3,061-72.0% |
| Admin fee / account holder | $80 | $76+4.5% | $4,510-98.2% | $95-15.8% |