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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $83,249 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,558 | $84,487-10.6% | $125,339-39.7% | $66,914+12.9% |
| Participation rate | 88.6% | 76.4%+12.2pp | 82.4%+6.2pp | 69.8%+18.8pp |
| Annual return | -16.44% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $6,456 | $3,553+81.7% | $4,814+34.1% | $2,544+153.7% |
| Participant deferral / active EE | $10,985 | $6,781+62.0% | $7,446+47.5% | $4,237+159.3% |
| Admin fee / account holder | $314 | $685-54.1% | $10,010-96.9% | $593-47.0% |