Filed June 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC5+ years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $11,036 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,584 | $54,237-43.6% | $90,304-66.1% | $67,579-54.7% |
| Participation rate | 33.5% | 68.6%-35.2pp | 73.3%-39.8pp | 71.3%-37.8pp |
| Annual return | 20.27% | 37.27%-17.0pp | 78.13%-57.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $607 | $1,846-67.1% | $2,855-78.7% | $2,148-71.7% |
| Participant deferral / active EE | $1,229 | $2,625-53.2% | $3,885-68.4% | $3,539-65.3% |
| Admin fee / account holder | $142 | $123+14.7% | $5,354-97.4% | $142-0.6% |