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| Provider | Service type | Compensation |
|---|---|---|
SCHALLER INVESTMENT GROUP4+ years Service code 28 · EIN 56-1948548 | Investment Management | $62,956 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 50 · EIN 94-1737782 | Direct Payment | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -16.04% | 13.30%-29.3pp | 4.36%-20.4pp | -0.69%-15.3pp |
| Employer contribution / active EE | $9,959 | $10,363-3.9% | $27,383-63.6% | $16,786-40.7% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |