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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) | $4,512 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,375 | $47,977-78.4% | $154,111-93.3% | $56,287-81.6% |
| Participation rate | 16.6% | 66.2%-49.6pp | 83.0%-66.5pp | 69.9%-53.3pp |
| Annual return | -0.63% | 3.54%-4.2pp | 735.18%-735.8pp | -9.96%+9.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $359 | $2,392-85.0% | $5,081-92.9% | $3,350-89.3% |
| Admin fee / account holder | $119 | $438-72.9% | $13,411-99.1% | $521-77.2% |