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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) | $5,698 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,697 | $58,895-70.0% | $178,503-90.1% | $73,497-75.9% |
| Participation rate | 18.4% | 66.2%-47.8pp | 81.9%-63.5pp | 70.7%-52.3pp |
| Annual return | 13.09% | 24.86%-11.8pp | 151.12%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $571 | $2,236-74.5% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $845 | $2,567-67.1% | $5,202-83.8% | $3,740-77.4% |
| Admin fee / account holder | $104 | $400-74.1% | $13,987-99.3% | $513-79.8% |