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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC5+ years Service code 26 628 GREEN VALLEY ROAD SUITE 410 · GREENSBORO, NC 27408 | Advisory (Participants) | $40,000 |
Filed as: MASSMUTUAL Service code 13 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Contract Administrator | $13,675 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $616,698 | $89,652+587.9% | $141,191+336.8% | $65,185+846.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.92% | 32.79%-11.9pp | 71.41%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $13,468 | $3,065+339.5% | $4,736+184.4% | $2,177+518.8% |
| Participant deferral / active EE | $10,841 | $5,691+90.5% | $6,710+61.6% | $3,514+208.5% |
| Admin fee / account holder | $272 | $569-52.1% | $10,264-97.3% | $847-67.8% |