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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $21,434 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,850 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,848 | $88,324-88.9% | $115,037-91.4% | $55,191-82.2% |
| Participation rate | 50.7% | 72.5%-21.9pp | 81.4%-30.7pp | 69.2%-18.5pp |
| Annual return | 5.72% | 6.30%-0.6pp | 26.14%-20.4pp | 10.78%-5.1pp |
| Employer contribution / active EE | $719 | $2,805-74.4% | $4,608-84.4% | $1,899-62.1% |
| Participant deferral / active EE | $2,253 | $5,042-55.3% | $6,026-62.6% | $3,046-26.0% |
| Admin fee / account holder | $84 | $105-20.6% | $8,175-99.0% | $91-7.8% |