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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $185,550 |
Service code 26 · EIN 38-3649535 | Advisory (Participants) | $17,573 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 46-0894201 | Advisory (Participants) | $7,451 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $7,285 |
Filed as: VISION WEALTH PLANNING LLC Service code 26 · EIN 46-0894201 | Advisory (Participants) | $4,584 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage | $3,770 |
Service code 26 · EIN 26-4296224 | Advisory (Participants) | $3,560 |
CHARLES SCHWAB & CO., INC.6+ 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 | $101,036 | $46,332+118.1% | $143,797-29.7% | $64,824+55.9% |
| Participation rate | 93.2% | 64.2%+29.0pp | 80.3%+12.9pp | 71.5%+21.7pp |
| Annual return | -14.51% | -10.05%-4.5pp | -0.04%-14.5pp | 32.84%-47.3pp |
| Employer contribution / active EE | $7,430 | $1,911+288.8% | $4,952+50.0% | $2,507+196.4% |
| Participant deferral / active EE | $5,673 | $2,647+114.3% | $5,638+0.6% | $4,311+31.6% |
| Admin fee / account holder | $295 | $154+91.7% | $14,679-98.0% | $188+57.0% |