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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 12 · EIN 06-1053228 | Consulting (pension); Claims processi... | $5,739 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 · EIN 94-1737782 | Investment management; Recordkeeping ... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,098 | $60,989-3.1% | $60,919-3.0% | $66,949-11.7% |
| Participation rate | 74.8% | 74.5%+0.3pp | 73.1%+1.7pp | 69.8%+5.0pp |
| Annual return | -12.03% | -9.60%-2.4pp | 16.96%-29.0pp | 1.57%-13.6pp |
| Employer contribution / active EE | $1,892 | $2,661-28.9% | $2,704-30.0% | $2,545-25.7% |
| Participant deferral / active EE | $3,402 | $3,615-5.9% | $3,814-10.8% | $4,239-19.8% |
| Admin fee / account holder | $14 | $338-95.9% | $3,228-99.6% | $594-97.7% |