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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 | $62,086+326.4% | $90,259+193.3% | $64,340+311.5% |
| Participation rate | 100.0% | 53.9%+46.1pp | 70.7%+29.3pp | 55.2%+44.8pp |
| Annual return | 14.66% | 16.73%-2.1pp | 18.88%-4.2pp | 24.14%-9.5pp |
| Employer contribution / active EE | $15,569 | $1,883+727.0% | $2,291+579.5% | $1,862+736.3% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $666 | $3,317-79.9% | $7,267-90.8% | $3,703-82.0% |