Davenport & Company, LLC

87 Plan: Davenport & Company, LLC Profit Sharing Plan

100

Congratulations! This plan has the highest rating in its peer group.

Retirement Plan Description

Davenport & Company, LLC Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Salary Deferral. Davenport & Company, LLC Profit Sharing Plan currently has over 400 active participants and over $109.4M in plan assets.

Help Improve This Plan

Personal Fee Report

Investment Menu Statistics

No. of Investment Options

Plan Average: 24

Largest Funds in this 401k: based on % allocation of assets

1.	Davenport Core Portfolio	13%
2.	Davenport Equity Opportunities Portfolio	11%
3.	Davenport Value and Income Portfolio	10%

Plan Component Ratings

Total Plan Cost Low Fees

Company Generosity Great

Design Components

Participation Rate Great

Salary Deferrals Great

Account Balances Great

Performance Components

Retirement Plan Details

Address	P.O. Box 85678 Richmond, VA 23285-5678
Industry	Savings Institutions
Administrator	Eddie Eddins
Net Plan Assets	$109,000,000
Total Participants	490
Avg Account Balance	$230,000

Compare Other Companies in Peer Group

Bessemer Trust Company	86.6
Bayerische Landesbank	85.4
Canadian Imperial Bank of Commerce	81.9
Bank of Nova Scotia	79.4
NBT Bancorp	70.4
Mercantil CommerceBank N.A.	68.2

Plan Service Providers

Recordkeeper	Actuarial Benefits Corp.
Auditor	Keiter Stephens Hurst Gary & Shreav