Filed June 12, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC7+ years Service code 27 901 E CARY ST 11TH FL · RICHMOND, VA 23219 | Advisory (Plan) | $16,403 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,418 | $58,344-32.4% | $98,477-60.0% | $86,813-54.6% |
| Participation rate | 36.0% | 68.4%-32.4pp | 73.3%-37.4pp | 72.3%-36.3pp |
| Annual return | 21.39% | 43.47%-22.1pp | 1493.59%-1472.2pp | 97.93%-76.5pp |
| Employer contribution / active EE | $680 | $2,008-66.1% | $2,961-77.0% | $2,406-71.7% |
| Participant deferral / active EE | $1,307 | $3,156-58.6% | $4,276-69.4% | $4,131-68.4% |
| Admin fee / account holder | $122 | $138-11.7% | $5,951-98.0% | $170-28.3% |