Filed June 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $49,061 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $3,459 |
Filed as: CHARLES SCHWAB AND CO Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,667 | $74,024-54.5% | $78,002-56.8% | $57,658-41.6% |
| Participation rate | 83.4% | 79.7%+3.7pp | 75.5%+7.9pp | 70.2%+13.2pp |
| Annual return | 60.09% | 12.14%+47.9pp | 425.99%-365.9pp | 5.13%+55.0pp |
| Employer contribution / active EE | $3,718 | $2,365+57.2% | $2,470+50.5% | $1,974+88.3% |
| Participant deferral / active EE | $9,533 | $3,533+169.8% | $3,497+172.6% | $3,061+211.5% |
| Admin fee / account holder | $142 | $93+52.6% | $5,481-97.4% | $95+50.4% |