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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 | $63,904+314.3% | $89,340+196.3% | $67,986+289.4% |
| Participation rate | 100.0% | 54.3%+45.7pp | 69.6%+30.4pp | 57.2%+42.8pp |
| Annual return | 14.66% | 18.09%-3.4pp | 20.57%-5.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $15,569 | $1,627+856.7% | $2,231+597.7% | $2,019+671.2% |
| Participant deferral / active EE | $0 | $2,691-100.0% | $3,823-100.0% | $3,358-100.0% |
| Admin fee / account holder | $666 | $3,315-79.9% | $6,704-90.1% | $3,203-79.2% |