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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD RD, SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $5,758 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $517 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND CO Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY 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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,525 | $50,464-41.5% | $75,784-61.0% | $52,331-43.6% |
| Participation rate | 21.7% | 66.8%-45.0pp | 75.8%-54.1pp | 68.1%-46.4pp |
| Annual return | -2.25% | 1.03%-3.3pp | 9.68%-11.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $471 | $1,988-76.3% | $3,323-85.8% | $1,882-74.9% |
| Participant deferral / active EE | $965 | $2,570-62.5% | $3,652-73.6% | $3,022-68.1% |
| Admin fee / account holder | $177 | $1,103-84.0% | $5,300-96.7% | $592-70.1% |