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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC5 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $9,636 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $1,351 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $1 |
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 | $9,306 | $35,986-74.1% | $77,552-88.0% | $73,497-87.3% |
| Participation rate | 82.4% | 40.8%+41.6pp | 54.2%+28.2pp | 70.7%+11.7pp |
| Annual return | 12.84% | 19.26%-6.4pp | 54.82%-42.0pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,756 | $557+215.0% | $987+77.9% | $2,270-22.7% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $38 | $466-91.9% | $2,859-98.7% | $513-92.6% |