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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD. SUITE 104. · CHANTILLY, VA 20151 | Advisory (Participants) | $118,142 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 1945 NORTHWESTERN DRIVE · EL PASO, TX 79912 | Securities brokerage; Shareholder ser... | $9,163 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 14325 WILLARD ROAD. SUITE 104. · CHANTILLY, VA 20151 | Recordkeeping | $4,001 |
ROI FINANCIAL1 year Service code 26 · EIN 46-1141934 14675 SW MILLIKAN WAY · BEAVERTON, OR 97003 | Advisory (Participants) | $432 |
SANCTUARY ADVISORS LLC2 years Filed as: SANCTUARY ADVISORS, LLC Service code 26 · EIN 47-3162022 3815 RIVER CROSSING PKWY, SUITE 200 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $76 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,856 | $160,070-84.5% | $147,117-83.1% | $145,897-83.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 19.25% | 98.69%-79.4pp | 420.54%-401.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,063 | $15,035-92.9% | $12,993-91.8% | $13,390-92.1% |