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| Provider | Service type | Compensation |
|---|---|---|
SCHALLER INVESTMENT GROUP2+ years Service code 28 · EIN 56-1948548 | Investment Management | $56,731 |
Filed as: CHARLES SCHWAB & CO., INC Service code 50 · EIN 94-1737782 | Direct Payment | $875 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 8.63% | 7.64%+1.0pp | 7.98%+0.6pp | 11.88%-3.3pp |
| Employer contribution / active EE | $2,069 | $10,406-80.1% | $23,724-91.3% | $14,612-85.8% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |