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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC1 year Service code 27 · EIN 61-1337517 | Advisory (Plan) | $2,335 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $308 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $286,961-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 13.3%-13.3pp | 3.6%-3.6pp |
| Annual return | 6.60% | 11.88%-5.3pp | 2.61%+4.0pp | 11.88%-5.3pp |
| Employer contribution / active EE | $2,933 | $14,612-79.9% | $24,109-87.8% | $14,612-79.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $17-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $148-100.0% | $637-100.0% |