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) | $11,186 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $660 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,015 | $44,059-65.9% | $71,671-79.1% | $69,631-78.4% |
| Participation rate | 29.2% | 60.8%-31.5pp | 68.7%-39.5pp | 70.7%-41.4pp |
| Annual return | 11.81% | 21.97%-10.2pp | 20.65%-8.8pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $458 | $1,305-64.9% | $2,460-81.4% | $2,032-77.4% |
| Participant deferral / active EE | $928 | $2,370-60.8% | $3,438-73.0% | $3,224-71.2% |
| Admin fee / account holder | $86 | $108-20.1% | $5,558-98.5% | $110-22.1% |