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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $3,241 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $663 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,569 | $39,458-80.8% | $60,547-87.5% | $55,191-86.3% |
| Participation rate | 26.6% | 59.6%-33.0pp | 68.0%-41.4pp | 69.2%-42.6pp |
| Annual return | 6.42% | 3.35%+3.1pp | 335.64%-329.2pp | 10.78%-4.4pp |
| Employer contribution / active EE | $377 | $1,210-68.8% | $2,419-84.4% | $1,899-80.1% |
| Participant deferral / active EE | $838 | $2,140-60.8% | $3,328-74.8% | $3,046-72.5% |
| Admin fee / account holder | $36 | $95-61.7% | $4,536-99.2% | $91-59.8% |