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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC2 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $5,796 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $1,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $149 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $42,250-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 18.8%-18.8pp | 4.5%-4.5pp |
| Annual return | 8.69% | 13.95%-5.3pp | 7.25%+1.4pp | 13.95%-5.3pp |
| Employer contribution / active EE | $2,140 | $16,598-87.1% | $33,137-93.5% | $16,598-87.1% |
| Participant deferral / active EE | $0 | $511-100.0% | $13-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $159-100.0% | $612-100.0% |