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| Provider | Service type | Compensation |
|---|---|---|
CHARLES DAVID HYMAN6+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $5,764 |
LONGBOW ASSET MANAGEMENT3 years Service code 26 · EIN 76-0724738 | Advisory (Participants) | $5,748 |
ATON ADVISORS LLC2 years Filed as: ALTON ADVISORS LLC Service code 26 · EIN 27-2064708 | Advisory (Participants) | $3,061 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $653 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,078 | $99,957+235.2% | $149,730+123.8% | $73,493+355.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 15.31% | 53.87%-38.6pp | 276.70%-261.4pp | 28.51%-13.2pp |
| Employer contribution / active EE | $17,144 | $3,191+437.2% | $4,645+269.1% | $2,270+655.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,310-100.0% | $513-100.0% |