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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $183,498 |
Service code 26 · EIN 38-3649535 | Advisory (Participants) | $18,183 |
Filed as: VISION WEALTH PLANNING LLC Service code 26 · EIN 46-0894201 | Advisory (Participants) | $8,200 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $5,413 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $4,578 |
Service code 26 · EIN 26-4296224 | Advisory (Participants) | $3,825 |
PINNACLE ADVISORY GROUP4 years Filed as: PINNACLE ADVISORY GROUP INC Service code 26 · EIN 20-1126571 | Advisory (Participants) | $3,555 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 46-0894201 | Advisory (Participants) | $83 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,544 | $56,511+134.5% | $185,837-28.7% | $86,813+52.7% |
| Participation rate | 86.0% | 65.5%+20.5pp | 81.7%+4.3pp | 72.3%+13.7pp |
| Annual return | 14.59% | 118.12%-103.5pp | 122.08%-107.5pp | 97.93%-83.3pp |
| Employer contribution / active EE | $7,268 | $1,844+294.2% | $5,168+40.6% | $2,406+202.1% |
| Participant deferral / active EE | $5,368 | $2,554+110.2% | $5,568-3.6% | $4,131+29.9% |
| Admin fee / account holder | $328 | $150+119.3% | $16,241-98.0% | $170+93.5% |