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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC1 year Service code 27 · EIN 61-1337517 | Advisory (Plan) | $1,604 |
Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $282 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,048 | $25,723-84.3% | $69,182-94.1% | $55,167-92.7% |
| Participation rate | 96.6% | 39.4%+57.1pp | 55.1%+41.4pp | 69.0%+27.6pp |
| Annual return | 6.99% | 9.56%-2.6pp | -21.93%+28.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,207 | $480+359.4% | $1,206+83.0% | $1,963+12.5% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $13 | $365-96.4% | $2,697-99.5% | $504-97.4% |