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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 | Shareholder servicing fees; Securitie... | $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 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 | $160,040-84.5% | $147,096-83.1% | $145,877-83.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 19.25% | 98.49%-79.2pp | 419.75%-400.5pp | 551.28%-532.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,063 | $15,050-92.9% | $13,005-91.8% | $13,402-92.1% |