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| Provider | Service type | Compensation |
|---|---|---|
PATHLIGHT INVESTORS LLC2+ years Service code 26 · EIN 27-1331092 | Advisory (Participants) | $29,121 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 | Advisory (Participants) | $10,698 |
Service code 28 · EIN 27-1175487 | Investment Management | $9,156 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $436 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $196,669 | $46,732+320.8% | $156,551+25.6% | $55,167+256.5% |
| Participation rate | 99.3% | 65.8%+33.5pp | 84.0%+15.3pp | 69.0%+30.3pp |
| Annual return | 6.78% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $9,273 | $2,105+340.5% | $5,501+68.6% | $1,963+372.5% |
| Participant deferral / active EE | $5,363 | $2,204+143.3% | $4,871+10.1% | $3,054+75.6% |
| Admin fee / account holder | $309 | $418-26.2% | $13,028-97.6% | $504-38.7% |