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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD. SUITE 104. · CHANTILLY, VA 20151 | Advisory (Participants) | $64,529 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 14325 WILLARD ROAD. SUITE 104. · CHANTILLY, VA 20151 | Recordkeeping | $1,301 |
Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 1945 NORTHWESTERN DRIVE · EL PASO, TX 79912 | Securities brokerage; Shareholder ser... | $523 |
SANCTUARY ADVISORS, LLC1 year Service code 26 · EIN 47-3162022 3815 RIVER CROSSING PKWY, SUITE 200 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $6 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,065 | $91,407-38.7% | $135,903-58.7% | $71,457-21.5% |
| Participation rate | 88.7% | 75.7%+13.0pp | 81.9%+6.8pp | 67.9%+20.7pp |
| Annual return | 38.65% | 29.90%+8.8pp | 68.23%-29.6pp | 28.85%+9.8pp |
| Employer contribution / active EE | $4,407 | $3,703+19.0% | $4,856-9.3% | $2,588+70.3% |
| Participant deferral / active EE | $8,405 | $7,092+18.5% | $7,758+8.3% | $4,289+96.0% |
| Admin fee / account holder | $252 | $1,266-80.1% | $10,762-97.7% | $1,587-84.1% |