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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC7 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $14,637 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $2,121 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $32 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,106 | $26,549-58.2% | $61,399-81.9% | $66,930-83.4% |
| Participation rate | 90.6% | 38.1%+52.5pp | 52.6%+38.0pp | 69.8%+20.8pp |
| Annual return | -8.22% | -16.21%+8.0pp | 338.81%-347.0pp | 1.57%-9.8pp |
| Employer contribution / active EE | $2,270 | $651+248.5% | $1,159+95.8% | $2,545-10.8% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,124-100.0% | $4,238-100.0% |
| Admin fee / account holder | $57 | $409-86.0% | $2,131-97.3% | $593-90.4% |