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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC3 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $5,521 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $829 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $144 |
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 | $5,969 | $28,109-78.8% | $71,089-91.6% | $56,289-89.4% |
| Participation rate | 93.2% | 40.4%+52.8pp | 54.6%+38.6pp | 69.9%+23.4pp |
| Annual return | -4.53% | -615.05%+610.5pp | 650.65%-655.2pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,252 | $558+303.9% | $1,088+107.0% | $2,111+6.7% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,873-100.0% | $3,350-100.0% |
| Admin fee / account holder | $28 | $585-95.2% | $3,082-99.1% | $521-94.6% |