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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $7,639 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $646 |
CHARLES SCHWAB & CO., INC.2+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,588 | $39,819-70.9% | $67,834-82.9% | $57,658-79.9% |
| Participation rate | 25.3% | 61.2%-35.9pp | 68.8%-43.5pp | 70.2%-44.9pp |
| Annual return | 6.65% | 9.19%-2.5pp | 138.47%-131.8pp | 5.13%+1.5pp |
| Employer contribution / active EE | $394 | $1,277-69.1% | $2,403-83.6% | $1,974-80.0% |
| Participant deferral / active EE | $857 | $2,209-61.2% | $3,160-72.9% | $3,061-72.0% |
| Admin fee / account holder | $65 | $84-21.8% | $4,622-98.6% | $95-30.8% |