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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) | $12,210 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK 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 | $31,659 | $65,092-51.4% | $143,799-78.0% | $66,938-52.7% |
| Participation rate | 24.0% | 65.2%-41.2pp | 80.3%-56.3pp | 69.8%-45.8pp |
| Annual return | -13.25% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,117 | $2,362-52.7% | $4,952-77.5% | $2,545-56.1% |
| Participant deferral / active EE | $1,846 | $2,920-36.8% | $5,638-67.3% | $4,238-56.5% |
| Admin fee / account holder | $245 | $502-51.2% | $14,677-98.3% | $594-58.7% |