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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $17,528 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,641 | $91,559-2.1% | $133,978-33.1% | $79,856+12.3% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | 23.19% | 61.85%-38.7pp | 45.10%-21.9pp | 31.71%-8.5pp |
| Employer contribution / active EE | $2,273 | $2,384-4.7% | $3,919-42.0% | $2,471-8.0% |
| Participant deferral / active EE | $3,502 | $3,734-6.2% | $5,047-30.6% | $3,741-6.4% |
| Admin fee / account holder | $117 | $6,321-98.2% | $8,930-98.7% | $5,306-97.8% |