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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $22,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,540 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,641 | $26,805-52.8% | $59,496-78.8% | $52,331-75.8% |
| Participation rate | 25.6% | 39.3%-13.8pp | 54.6%-29.0pp | 68.1%-42.5pp |
| Annual return | -0.47% | 2.61%-3.1pp | 182.05%-182.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $618 | $450+37.4% | $1,153-46.4% | $1,882-67.1% |
| Participant deferral / active EE | $1,129 | $916+23.1% | $1,829-38.3% | $3,022-62.7% |
| Admin fee / account holder | $146 | $305-52.0% | $2,232-93.4% | $592-75.3% |