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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $3,571 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1727782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST Service code 33 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,576 | $55,453-84.5% | $170,435-95.0% | $62,293-86.2% |
| Participation rate | 14.5% | 66.4%-51.9pp | 83.6%-69.1pp | 69.5%-55.0pp |
| Annual return | 14.64% | 21.38%-6.7pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $335 | $2,303-85.5% | $4,939-93.2% | $3,169-89.4% |
| Admin fee / account holder | $92 | $455-79.9% | $13,881-99.3% | $479-80.9% |