Filed December 4, 2023
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| Provider | Service type | Compensation |
|---|---|---|
DAVENPORT & COMPANY LLC6+ years Filed as: DAVENPORT AND COMPANY LLC Service code 19 · EIN 54-1835842 | Securities Custodian | $40,293 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 10.76% | 9.41%+1.4pp | 793.01%-782.3pp | 9.29%+1.5pp |
| Employer contribution / active EE | $13,812 | $13,564+1.8% | $27,004-48.9% | $15,168-8.9% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |