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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC5 years Filed as: DAVENPORT & COMPANY, LLC Service code 27 · EIN 54-1835842 | Advisory (Plan) | $54,273 |
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $52,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,748 | $71,106+272.3% | $121,871+117.2% | $69,733+279.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 73.2%+26.8pp | 62.5%+37.5pp |
| Annual return | 14.66% | 15.43%-0.8pp | 13.57%+1.1pp | 15.22%-0.6pp |
| Employer contribution / active EE | $15,569 | $2,556+509.0% | $2,731+470.0% | $2,250+591.8% |
| Participant deferral / active EE | $0 | $2,765-100.0% | $4,318-100.0% | $3,054-100.0% |
| Admin fee / account holder | $666 | $2,128-68.7% | $11,551-94.2% | $3,102-78.5% |