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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC8 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $16,888 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $2,221 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $45 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,695 | $26,137-51.4% | $58,561-78.3% | $74,460-83.0% |
| Participation rate | 91.3% | 32.2%+59.2pp | 50.9%+40.4pp | 70.7%+20.6pp |
| Annual return | 12.49% | 32.53%-20.0pp | 4251.33%-4238.8pp | 34.38%-21.9pp |
| Employer contribution / active EE | $2,346 | $537+337.0% | $1,053+122.7% | $2,638-11.1% |
| Participant deferral / active EE | $0 | $1,076-100.0% | $1,923-100.0% | $4,530-100.0% |
| Admin fee / account holder | $58 | $648-91.0% | $2,520-97.7% | $348-83.2% |