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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $26,661 |
R.K. HUDSON1 year Service code 10 · EIN 54-1894937 11350 RANDOM HILLS RD STE 800 · FAIRFAX, VA 22030 | Accounting | $15,500 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON RETIREMENT SOLUTIONS, IN Service code 64 · EIN 47-2725143 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Recordkeeping Fees | $5,205 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $3,035 |
CHARLES SCHWAB & CO., INC.2+ 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 | $13,121 | $80,177-83.6% | $123,894-89.4% | $57,658-77.2% |
| Participation rate | 46.7% | 74.4%-27.7pp | 81.4%-34.7pp | 70.2%-23.5pp |
| Annual return | 13.72% | 17.90%-4.2pp | 47.52%-33.8pp | 5.13%+8.6pp |
| Employer contribution / active EE | $819 | $2,913-71.9% | $4,617-82.3% | $1,974-58.5% |
| Participant deferral / active EE | $2,724 | $5,130-46.9% | $5,984-54.5% | $3,061-11.0% |
| Admin fee / account holder | $172 | $106+62.0% | $8,357-97.9% | $95+82.2% |