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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD RD, SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $7,027 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $100 |
Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,685 | $52,884-60.9% | $84,753-75.6% | $55,167-62.5% |
| Participation rate | 27.1% | 67.5%-40.4pp | 76.6%-49.5pp | 69.0%-41.9pp |
| Annual return | 3.36% | 18.03%-14.7pp | 22.78%-19.4pp | 169.23%-165.9pp |
| Employer contribution / active EE | $699 | $2,233-68.7% | $3,574-80.4% | $1,963-64.4% |
| Participant deferral / active EE | $1,090 | $2,644-58.8% | $3,712-70.6% | $3,054-64.3% |
| Admin fee / account holder | $117 | $581-79.8% | $5,333-97.8% | $504-76.8% |