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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON CONSULTING SERVICES, INC10+ years Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $45,994 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $2,100 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,954 | $55,457-20.7% | $76,119-42.3% | $77,736-43.5% |
| Participation rate | 23.8% | 63.6%-39.8pp | 69.1%-45.3pp | 70.6%-46.8pp |
| Annual return | 20.20% | 17.09%+3.1pp | 361.25%-341.0pp | 31.26%-11.1pp |
| Employer contribution / active EE | $497 | $1,792-72.2% | $2,693-81.5% | $2,728-81.8% |
| Participant deferral / active EE | $1,046 | $3,454-69.7% | $4,259-75.4% | $4,651-77.5% |
| Admin fee / account holder | $277 | $411-32.5% | $6,421-95.7% | $433-36.1% |