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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $144,913 |
Service code 26 · EIN 38-3649535 | Advisory (Participants) | $16,296 |
PINNACLE ADVISORY GROUP3 years Filed as: PINNACLE ADVISORY GROUP INC Service code 26 · EIN 20-1126571 | Advisory (Participants) | $10,893 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $5,315 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage | $4,774 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
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 | $121,964 | $52,293+133.2% | $178,503-31.7% | $73,412+66.1% |
| Participation rate | 83.4% | 65.3%+18.1pp | 81.9%+1.5pp | 72.2%+11.2pp |
| Annual return | 11.38% | 34.75%-23.4pp | 151.12%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $6,435 | $1,736+270.6% | $5,011+28.4% | $2,234+188.1% |
| Participant deferral / active EE | $4,603 | $2,333+97.3% | $5,202-11.5% | $3,806+21.0% |
| Admin fee / account holder | $284 | $127+123.4% | $13,987-98.0% | $158+80.2% |