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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD RD · CHANTILLY, VA 20151 | Advisory (Participants) | $13,511 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $5 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,298 | $58,726-53.5% | $92,239-70.4% | $62,293-56.2% |
| Participation rate | 27.6% | 68.3%-40.8pp | 76.5%-48.9pp | 69.5%-42.0pp |
| Annual return | 13.08% | 43.62%-30.5pp | 176.29%-163.2pp | 28.90%-15.8pp |
| Employer contribution / active EE | $760 | $2,392-68.2% | $3,680-79.4% | $2,042-62.8% |
| Participant deferral / active EE | $1,233 | $2,766-55.4% | $3,897-68.4% | $3,169-61.1% |
| Admin fee / account holder | $211 | $556-62.1% | $5,194-95.9% | $479-56.0% |