Filed June 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC3+ years Service code 99 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Other Fees | $8,076 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,593 | $46,100-72.7% | $86,582-85.5% | $69,631-81.9% |
| Participation rate | 61.9% | 67.2%-5.2pp | 73.5%-11.6pp | 70.7%-8.8pp |
| Annual return | 27.63% | 21.02%+6.6pp | 965.08%-937.5pp | 27571.02%-27543.4pp |
| Employer contribution / active EE | $483 | $1,850-73.9% | $2,839-83.0% | $2,032-76.2% |
| Participant deferral / active EE | $840 | $2,432-65.5% | $3,609-76.7% | $3,224-74.0% |
| Admin fee / account holder | $41 | $94-56.6% | $4,904-99.2% | $110-63.1% |