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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 | Securities brokerage; Shareholder ser... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,136-100.0% | $152,301-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 0.45% | 91.02%-90.6pp | 80.50%-80.1pp | 172.34%-171.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |