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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $4,792 |
Service code 18 · EIN 94-1737782 | Recordkeeping fees; Account maintenan... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,827 | $74,706-7.9% | $75,696-9.1% | $79,386-13.3% |
| Participation rate | 72.1% | 75.3%-3.2pp | 74.8%-2.7pp | 70.7%+1.4pp |
| Annual return | 12.39% | 18.52%-6.1pp | 104.53%-92.1pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,017 | $2,590-22.1% | $2,743-26.5% | $2,427-16.9% |
| Participant deferral / active EE | $3,520 | $3,533-0.4% | $3,821-7.9% | $4,046-13.0% |
| Admin fee / account holder | $11 | $374-97.0% | $3,619-99.7% | $626-98.2% |