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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUIT 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $27,717 |
Service code 15 · EIN 20-2554266 14325 WILLARD ROAD SUIT 104 · CHANTILLY, VA 20151 | Recordkeeping | $3,106 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $5 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,171 | $110,083-63.5% | $151,628-73.5% | $68,495-41.4% |
| Participation rate | 59.2% | 84.0%-24.8pp | 87.5%-28.3pp | 67.9%-8.7pp |
| Annual return | -13.87% | -10.12%-3.8pp | 3.34%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,927 | $6,526+159.4% | $8,363+102.4% | $4,028+320.3% |
| Admin fee / account holder | $390 | $7,718-94.9% | $11,613-96.6% | $5,403-92.8% |