See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $26,793 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $2,159 |
CHARLES SCHWAB & CO., INC.3+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,757 | $80,753-81.7% | $136,294-89.2% | $62,292-76.3% |
| Participation rate | 38.1% | 73.5%-35.4pp | 81.9%-43.8pp | 69.5%-31.4pp |
| Annual return | 11.84% | 35.83%-24.0pp | 5155.94%-5144.1pp | 28.90%-17.1pp |
| Employer contribution / active EE | $727 | $2,884-74.8% | $4,695-84.5% | $2,042-64.4% |
| Participant deferral / active EE | $2,248 | $5,164-56.5% | $6,247-64.0% | $3,169-29.1% |
| Admin fee / account holder | $105 | $525-79.9% | $9,243-98.9% | $479-78.0% |