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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON FINANCIAL GROUP Service code 26 · EIN 54-1561125 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $7,859 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $233 |
CHARLES SCHWAB & CO., INC.2+ years 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,152 | $52,884-73.2% | $84,753-83.3% | $55,167-74.3% |
| Participation rate | 44.7% | 67.5%-22.8pp | 76.6%-31.9pp | 69.0%-24.3pp |
| Annual return | 40.72% | 18.03%+22.7pp | 22.78%+17.9pp | 169.23%-128.5pp |
| Employer contribution / active EE | $843 | $2,233-62.2% | $3,574-76.4% | $1,963-57.0% |
| Participant deferral / active EE | $1,907 | $2,644-27.9% | $3,712-48.6% | $3,054-37.6% |
| Admin fee / account holder | $83 | $581-85.7% | $5,333-98.4% | $504-83.5% |