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| Provider | Service type | Compensation |
|---|---|---|
INTREPID CAPITAL MANAGEMENT IN3+ years Service code 51 · EIN 59-2174026 | Investment Mgmt Fees | $24,523 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782 | Recordkeeping | $1,059 |
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 | $19,434 | $75,959-74.4% | $154,114-87.4% | $64,181-69.7% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+27.9pp |
| Annual return | 0.27% | 30.32%-30.1pp | 735.16%-734.9pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,932 | $3,350-42.3% | $5,298-63.5% | $2,381-18.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $218 | $5,589-96.1% | $13,411-98.4% | $4,887-95.5% |