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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD. SUITE 104. · CHANTILLY, VA 20151 | Advisory (Participants) | $6,803 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 14325 WILLARD ROAD. SUITE 104. · CHANTILLY, VA 20151 | Recordkeeping | $6,691 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 1945 NORTHWESTERN DRIVE · EL PASO, TX 79912 | Shareholder servicing fees; Securitie... | $0 |
ROI FINANCIAL2 years Service code 26 · EIN 46-1141934 14675 SW MILLIKAN WAY · BEAVERTON, OR 97003 | Advisory (Participants) | $0 |
SANCTUARY ADVISORS, LLC3 years Service code 26 · EIN 47-3162022 3815 RIVER CROSSING PKWY, SUITE 200 · INDIANAPOLIS, IN 46240 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 0.45% | 70.24%-69.8pp | 62.55%-62.1pp | 217.08%-216.6pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |