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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC3 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $7,437 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $1,961 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Investment management fees paid indir... | $134 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $68,458-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 10.1%-10.1pp | 4.7%-4.7pp |
| Annual return | -5.25% | -0.69%-4.6pp | -0.87%-4.4pp | -0.69%-4.6pp |
| Employer contribution / active EE | $2,868 | $16,786-82.9% | $21,826-86.9% | $16,786-82.9% |
| Participant deferral / active EE | $0 | $525-100.0% | $656-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $165-100.0% | $124-100.0% |