Filed June 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC6+ years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $12,002 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $700 |
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 | $35,127 | $52,722-33.4% | $90,461-61.2% | $73,412-52.2% |
| Participation rate | 34.3% | 67.7%-33.4pp | 72.7%-38.4pp | 72.2%-37.9pp |
| Annual return | 15.97% | 20.70%-4.7pp | 1294.76%-1278.8pp | 59.30%-43.3pp |
| Employer contribution / active EE | $617 | $1,872-67.1% | $3,264-81.1% | $2,234-72.4% |
| Participant deferral / active EE | $1,281 | $2,810-54.4% | $3,964-67.7% | $3,806-66.3% |
| Admin fee / account holder | $103 | $117-11.6% | $5,617-98.2% | $158-34.6% |