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| Provider | Service type | Compensation |
|---|---|---|
EVERINGTON CONSULTING INC3 years Service code 15 · EIN 20-2554266 | Recordkeeping | $4,693 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Filed as: MORRIS & WELLS Service code 51 | Investment Mgmt Fees | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,888 | $101,795+7.9% | $165,100-33.4% | $80,959+35.7% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.7%+27.5pp |
| Annual return | 4.95% | 16.73%-11.8pp | 70.21%-65.3pp | 35.67%-30.7pp |
| Employer contribution / active EE | $2,410 | $2,954-18.4% | $4,348-44.6% | $2,757-12.6% |
| Participant deferral / active EE | $2,496 | $4,476-44.2% | $6,035-58.6% | $4,300-42.0% |
| Admin fee / account holder | $42 | $8,221-99.5% | $12,696-99.7% | $6,925-99.4% |