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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $24,871 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $100 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 33 · EIN 42-1558009 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,643 | $47,977-52.8% | $154,108-85.3% | $56,289-59.8% |
| Participation rate | 51.3% | 66.2%-14.9pp | 83.0%-31.8pp | 69.9%-18.6pp |
| Annual return | 4.54% | 3.54%+1.0pp | 735.21%-730.7pp | -9.96%+14.5pp |
| Employer contribution / active EE | $625 | $2,169-71.2% | $5,298-88.2% | $2,111-70.4% |
| Participant deferral / active EE | $832 | $2,392-65.2% | $5,081-83.6% | $3,350-75.2% |
| Admin fee / account holder | $303 | $438-30.8% | $13,411-97.7% | $521-41.8% |