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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) | $2,556 |
CHARLES SCHWAB & CO., INC.3+ 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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,383 | $52,961-78.5% | $172,752-93.4% | $65,185-82.5% |
| Participation rate | 20.6% | 66.2%-45.6pp | 82.6%-62.1pp | 70.2%-49.6pp |
| Annual return | 51.78% | 30.12%+21.7pp | 802.97%-751.2pp | 29.38%+22.4pp |
| Employer contribution / active EE | $266 | $2,190-87.8% | $5,144-94.8% | $2,177-87.8% |
| Participant deferral / active EE | $935 | $2,471-62.1% | $5,198-82.0% | $3,514-73.4% |
| Admin fee / account holder | $49 | $472-89.6% | $13,955-99.6% | $847-94.2% |