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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $13 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 33 · EIN 42-1558009 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,656 | $55,453-97.0% | $170,435-99.0% | $62,293-97.3% |
| Participation rate | 15.5% | 66.4%-50.8pp | 83.6%-68.1pp | 69.5%-54.0pp |
| Annual return | 0.00% | 21.38%-21.4pp | 205.94%-205.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $253 | $2,303-89.0% | $4,939-94.9% | $3,169-92.0% |
| Admin fee / account holder | $0 | $455-99.9% | $13,881-100.0% | $479-99.9% |