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| Provider | Service type | Compensation |
|---|---|---|
CREEKSIDE INV MGMT INC1+ years Service code 27 · EIN 74-2552238 | Advisory (Plan) | $50,271 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 24 · EIN 94-1737782 | Discretionary Trustee | $681 |
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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 | $14,096,330-100.0% | $19,623-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.05% | -1.77%+6.8pp | -0.97%+6.0pp | 1.67%+3.4pp |
| Employer contribution / active EE | $637 | $14,084-95.5% | $22,441-97.2% | $10,506-93.9% |
| Participant deferral / active EE | $0 | $0-100.0% | $183-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $2,730-100.0% | $66,276-100.0% |