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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) | $862 |
CHARLES SCHWAB & CO., INC.2+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,517 | $47,977-88.5% | $154,108-96.4% | $56,289-90.2% |
| Participation rate | 18.9% | 66.2%-47.3pp | 83.0%-64.2pp | 69.9%-51.0pp |
| Annual return | -8.43% | 3.54%-12.0pp | 735.21%-743.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $126 | $2,169-94.2% | $5,298-97.6% | $2,111-94.0% |
| Participant deferral / active EE | $763 | $2,392-68.1% | $5,081-85.0% | $3,350-77.2% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |