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| Provider | Service type | Compensation |
|---|---|---|
SCHALLER INVESTMENT GROUP5+ years Service code 28 · EIN 56-1948548 | Investment Management | $57,093 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 50 · EIN 94-1737782 | Direct Payment | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | -2.96% | 13.58%-16.5pp | 18.06%-21.0pp | 13.59%-16.5pp |
| Employer contribution / active EE | $24,105 | $15,445+56.1% | $30,411-20.7% | $14,592+65.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |