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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR FRIGON CAPITAL MANAGEMENT1+ years Service code 27 · EIN 74-3200466 | Advisory (Plan) | $77,744 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB AND COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $1,020 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,881-100.0% | $80,004-100.0% | $125,389-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 73.0%-73.0pp | 83.2%-83.2pp |
| Annual return | -97.38% | 9.36%-106.7pp | 7.63%-105.0pp | 282.24%-379.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |