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| Provider | Service type | Compensation |
|---|---|---|
PARTHENON LLC5 years Service code 27 · EIN 61-1337517 | Advisory (Plan) | $12,074 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $2,453 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Investment mana... | $1 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $409,661-100.0% | $78,313-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 13.0%-13.0pp | 1.7%-1.7pp |
| Annual return | 11.46% | 627.08%-615.6pp | 6.61%+4.9pp | 627.08%-615.6pp |
| Employer contribution / active EE | $2,010 | $18,824-89.3% | $24,284-91.7% | $18,824-89.3% |
| Participant deferral / active EE | $0 | $418-100.0% | $408-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,478-100.0% | $1,923-100.0% |