See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
EVERINGTON CONSULTING INC3 years Service code 15 · EIN 20-2554266 14325 WILLARD ROAD SUIT 104 · CHANTILLY, VA 20151 | Recordkeeping | $41,194 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,447 | $101,317-63.0% | $146,958-74.5% | $74,495-49.7% |
| Participation rate | 80.2% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 14.49% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,770 | $3,810-27.3% | $4,933-43.8% | $2,623+5.6% |
| Participant deferral / active EE | $7,430 | $7,303+1.7% | $8,070-7.9% | $4,346+71.0% |
| Admin fee / account holder | $303 | $1,739-82.6% | $12,998-97.7% | $1,942-84.4% |