Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Consulting (pension); Redemption fees... | $28,879 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,840 | $47,766-39.6% | $82,744-65.1% | $64,819-55.5% |
| Participation rate | 81.8% | 67.7%+14.1pp | 72.6%+9.2pp | 71.5%+10.3pp |
| Annual return | -11.97% | -13.06%+1.1pp | 702.22%-714.2pp | 32.84%-44.8pp |
| Employer contribution / active EE | $1,192 | $2,182-45.4% | $3,008-60.4% | $2,507-52.5% |
| Participant deferral / active EE | $2,914 | $3,332-12.5% | $4,395-33.7% | $4,311-32.4% |
| Admin fee / account holder | $41 | $143-71.0% | $5,325-99.2% | $188-77.9% |