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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $31,348 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,250 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $10 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,205 | $93,589-28.2% | $135,942-50.6% | $75,181-10.6% |
| Participation rate | 76.8% | 75.2%+1.6pp | 81.9%-5.1pp | 67.2%+9.6pp |
| Annual return | 15.23% | 30.90%-15.7pp | 68.28%-53.0pp | 160.69%-145.5pp |
| Employer contribution / active EE | $5,125 | $3,537+44.9% | $4,858+5.5% | $2,671+91.9% |
| Participant deferral / active EE | $13,020 | $6,405+103.3% | $7,759+67.8% | $4,126+215.6% |
| Admin fee / account holder | $371 | $6,977-94.7% | $10,764-96.6% | $5,650-93.4% |