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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 14325 WILLARD ROAD · CHANTILY, VA 20151 | Advisory (Participants) | $23,506 |
Filed as: EVERIGTON CONSULTING INC Service code 26 · EIN 20-2554266 14325 WILLARD ROAD SUIT 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $1,574 |
CHARLES SCHWAB & CO., INC.4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,823 | $61,356-48.1% | $149,696-78.7% | $71,511-55.5% |
| Participation rate | 51.3% | 62.5%-11.2pp | 78.8%-27.5pp | 67.9%-16.7pp |
| Annual return | 3.68% | 35.86%-32.2pp | 134.46%-130.8pp | 28.86%-25.2pp |
| Employer contribution / active EE | $903 | $2,382-62.1% | $4,821-81.3% | $2,589-65.1% |
| Participant deferral / active EE | $1,071 | $2,920-63.3% | $5,682-81.2% | $4,291-75.0% |
| Admin fee / account holder | $418 | $1,263-66.9% | $13,212-96.8% | $1,588-73.7% |