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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $29,574 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $2,608 |
Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,800 | $82,664-31.3% | $125,339-54.7% | $68,494-17.1% |
| Participation rate | 89.2% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.3pp |
| Annual return | -9.92% | -5.97%-4.0pp | 572.05%-582.0pp | -7.84%-2.1pp |
| Employer contribution / active EE | $5,640 | $3,381+66.8% | $4,814+17.2% | $2,596+117.2% |
| Participant deferral / active EE | $13,865 | $6,110+126.9% | $7,446+86.2% | $4,027+244.3% |
| Admin fee / account holder | $330 | $6,275-94.7% | $10,010-96.7% | $5,403-93.9% |