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| Provider | Service type | Compensation |
|---|---|---|
EVERINGTON CONSULTING INC2 years Service code 15 · EIN 20-2554266 | Recordkeeping | $4,149 |
Filed as: MORRIS & WELLS Service code 51 | Investment Mgmt Fees | $14 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 51 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Investment Mgmt Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,314 | $91,536+17.2% | $130,062-17.5% | $75,177+42.7% |
| Participation rate | 98.5% | 71.5%+27.0pp | 78.5%+20.0pp | 67.2%+31.3pp |
| Annual return | 25.32% | -631.62%+656.9pp | -137.37%+162.7pp | 160.75%-135.4pp |
| Employer contribution / active EE | $3,077 | $2,845+8.2% | $4,322-28.8% | $2,671+15.2% |
| Participant deferral / active EE | $2,789 | $4,343-35.8% | $5,821-52.1% | $4,126-32.4% |
| Admin fee / account holder | $37 | $6,780-99.5% | $10,601-99.7% | $5,651-99.4% |