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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC2 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $4,099 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $606 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $164 |
Annual investment return 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.
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 | $5,651 | $31,388-82.0% | $73,550-92.3% | $62,293-90.9% |
| Participation rate | 92.1% | 39.9%+52.3pp | 54.9%+37.2pp | 69.5%+22.6pp |
| Annual return | 11.05% | 25.34%-14.3pp | -15.16%+26.2pp | 28.90%-17.8pp |
| Employer contribution / active EE | $2,196 | $498+341.0% | $1,219+80.1% | $2,042+7.5% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,804-100.0% | $3,169-100.0% |
| Admin fee / account holder | $27 | $299-91.0% | $2,320-98.8% | $479-94.4% |