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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC9 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $20,165 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $2,819 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $30 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,496 | $29,569-54.4% | $56,077-75.9% | $77,714-82.6% |
| Participation rate | 100.0% | 32.6%+67.4pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 11.10% | 18.90%-7.8pp | 1709.28%-1698.2pp | 31.26%-20.2pp |
| Employer contribution / active EE | $2,431 | $569+327.4% | $1,040+133.6% | $2,727-10.9% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,954-100.0% | $4,649-100.0% |
| Admin fee / account holder | $59 | $1,042-94.3% | $2,825-97.9% | $433-86.3% |