Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $1,543 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST Service code 33 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,410 | $39,898-91.5% | $121,220-97.2% | $55,725-93.9% |
| Participation rate | 7.6% | 61.2%-53.6pp | 71.8%-64.1pp | 70.9%-63.2pp |
| Annual return | 0.00% | -0.96%+1.0pp | 16.94%-16.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,023-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $275 | $2,439-88.7% | $3,345-91.8% | $3,356-91.8% |
| Admin fee / account holder | $22 | $95-76.5% | $5,021-99.6% | $115-80.6% |