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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $9,379 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $503 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,657 | $46,173+72.5% | $170,435-53.3% | $69,631+14.4% |
| Participation rate | 76.8% | 63.9%+12.9pp | 83.6%-6.8pp | 70.7%+6.1pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $5,872 | $1,610+264.8% | $5,432+8.1% | $2,032+188.9% |
| Participant deferral / active EE | $4,462 | $2,080+114.5% | $4,939-9.7% | $3,224+38.4% |
| Admin fee / account holder | $24 | $116-79.7% | $13,881-99.8% | $110-78.7% |