Filed December 4, 2023
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC2+ years Filed as: DAVENPORT AND COMPANY LLC Service code 19 · EIN 54-1835842 | Securities Custodian | $34,347 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 7.27% | 4.80%+2.5pp | 7.98%-0.7pp | 4.56%+2.7pp |
| Employer contribution / active EE | $5,931 | $12,906-54.0% | $23,724-75.0% | $15,526-61.8% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |