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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 14325 WILLARD ROAD · CHANTILY, VA 20151 | Advisory (Participants) | $25,757 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 33 · EIN 82-3967259 | 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,143 | $65,092-61.4% | $143,799-82.5% | $66,938-62.4% |
| Participation rate | 50.8% | 65.2%-14.4pp | 80.3%-29.5pp | 69.8%-19.0pp |
| Annual return | -10.02% | -11.14%+1.1pp | -0.04%-10.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $833 | $2,362-64.7% | $4,952-83.2% | $2,545-67.3% |
| Participant deferral / active EE | $980 | $2,920-66.4% | $5,638-82.6% | $4,238-76.9% |
| Admin fee / account holder | $363 | $502-27.8% | $14,677-97.5% | $594-38.9% |