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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $82,353 |
PINNACLE ADVISORY GROUP1 year Filed as: PINNACLE ADVISORY GROUP INC Service code 26 · EIN 20-1126571 | Advisory (Participants) | $13,182 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,884 |
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 | $80,997 | $37,196+117.8% | $154,108-47.4% | $55,725+45.4% |
| Participation rate | 87.0% | 64.1%+22.9pp | 83.0%+3.9pp | 70.9%+16.1pp |
| Annual return | 19.14% | 1319.68%-1300.5pp | 735.21%-716.1pp | 244.93%-225.8pp |
| Employer contribution / active EE | $6,123 | $1,614+279.3% | $5,298+15.6% | $2,078+194.6% |
| Participant deferral / active EE | $4,827 | $2,068+133.4% | $5,081-5.0% | $3,356+43.8% |
| Admin fee / account holder | $181 | $102+78.4% | $13,411-98.6% | $115+57.4% |