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 |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $52,899 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,908 | $138,072-45.0% | $123,549-38.6% | $135,382-43.9% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -28.70% | 153.69%-182.4pp | 119.20%-147.9pp | 519.77%-548.5pp |
| Employer contribution / active EE | $17,487 | $5,152+239.5% | $4,628+277.9% | $4,779+265.9% |
| Participant deferral / active EE | $102,373 | $6,799+1405.6% | $6,426+1493.2% | $5,609+1725.2% |
| Admin fee / account holder | $608 | $10,917-94.4% | $9,284-93.5% | $10,829-94.4% |