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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $180,544 |
Service code 26 · EIN 38-3649535 | Advisory (Participants) | $12,691 |
Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 46-0894201 | Advisory (Participants) | $9,766 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON RETIREMENT SOLUTIONS,INC Service code 15 · EIN 47-2725143 | Recordkeeping | $8,695 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage | $5,181 |
CHARLES SCHWAB & CO., INC.7+ 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 | $117,038 | $47,163+148.2% | $149,696-21.8% | $74,460+57.2% |
| Participation rate | 92.2% | 63.4%+28.8pp | 78.8%+13.4pp | 70.7%+21.5pp |
| Annual return | 18.23% | 22.75%-4.5pp | 134.46%-116.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $7,455 | $1,907+291.0% | $4,821+54.6% | $2,638+182.6% |
| Participant deferral / active EE | $5,684 | $2,730+108.2% | $5,6820% | $4,530+25.5% |
| Admin fee / account holder | $279 | $343-18.7% | $13,212-97.9% | $348-19.9% |