Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $24,278 |
GROSSBERG COMPANY, LLP3+ years Service code 10 · EIN 52-0807134 | Accounting | $22,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,969 | $71,192+10.9% | $117,861-33.0% | $62,293+26.8% |
| Participation rate | 73.1% | 74.2%-1.1pp | 79.7%-6.5pp | 69.5%+3.6pp |
| Annual return | 14.63% | 18.66%-4.0pp | 335.11%-320.5pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,250 | $1,934-35.4% | $3,786-67.0% | $2,042-38.8% |
| Participant deferral / active EE | $1,351 | $3,189-57.6% | $4,482-69.9% | $3,169-57.4% |
| Admin fee / account holder | $294 | $587-49.9% | $8,021-96.3% | $479-38.6% |