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| Provider | Service type | Compensation |
|---|---|---|
LONGBOW ASSET MANAGEMENT2 years Service code 26 · EIN 76-0724738 | Advisory (Participants) | $5,385 |
CHARLES DAVID HYMAN5+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $5,182 |
ATON ADVISORS LLC1 year Filed as: ALTON ADVISORS LLC Service code 26 · EIN 27-2064708 | Advisory (Participants) | $2,778 |
Service code 26 · EIN 20-5787712 | Advisory (Participants) | $2,156 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,038 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,566 | $89,652+213.0% | $141,177+98.7% | $65,185+330.4% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.5%+7.5pp | 70.2%+19.8pp |
| Annual return | 22.43% | 32.79%-10.4pp | 71.40%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $13,450 | $3,065+338.9% | $4,736+184.0% | $2,177+517.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,263-100.0% | $847-100.0% |