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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC4 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $7,105 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $990 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $108 |
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 | $8,264 | $31,679-73.9% | $74,722-88.9% | $65,185-87.3% |
| Participation rate | 84.0% | 40.4%+43.7pp | 54.5%+29.6pp | 70.2%+13.8pp |
| Annual return | 17.70% | 39.04%-21.3pp | 753.11%-735.4pp | 29.38%-11.7pp |
| Employer contribution / active EE | $2,299 | $566+306.2% | $1,084+112.1% | $2,177+5.6% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,963-100.0% | $3,514-100.0% |
| Admin fee / account holder | $32 | $379-91.5% | $3,335-99.0% | $847-96.2% |