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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $120,472 |
PINNACLE ADVISORY GROUP2 years Filed as: PINNACLE ADVISORY GROUP INC Service code 26 · EIN 20-1126571 | Advisory (Participants) | $11,778 |
Service code 26 · EIN 38-3649535 | Advisory (Participants) | $7,719 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $3,192 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,999 | $62,928+73.2% | $172,753-36.9% | $67,582+61.3% |
| Participation rate | 87.7% | 64.5%+23.2pp | 82.6%+5.0pp | 71.3%+16.4pp |
| Annual return | 36.99% | 30.36%+6.6pp | 803.00%-766.0pp | 378.57%-341.6pp |
| Employer contribution / active EE | $6,187 | $1,636+278.2% | $5,144+20.3% | $2,148+188.1% |
| Participant deferral / active EE | $4,759 | $2,145+121.9% | $5,198-8.4% | $3,539+34.5% |
| Admin fee / account holder | $242 | $167+45.3% | $13,956-98.3% | $142+70.2% |