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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC9 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $20,165 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $2,819 |
CHARLES SCHWAB & CO., INC.9 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $30 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,496 | $29,554-54.3% | $56,054-75.9% | $77,692-82.6% |
| Participation rate | 100.0% | 32.6%+67.4pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | 11.10% | 18.89%-7.8pp | 1705.95%-1694.8pp | 31.25%-20.2pp |
| Employer contribution / active EE | $2,431 | $568+327.7% | $1,039+133.9% | $2,726-10.8% |
| Participant deferral / active EE | $0 | $1,061-100.0% | $1,952-100.0% | $4,648-100.0% |
| Admin fee / account holder | $59 | $1,046-94.3% | $2,822-97.9% | $431-86.2% |