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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Redemption fees; ... | $7,172 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967289 | Bank Trustee | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,196 | $65,582+0.9% | $64,097+3.3% | $71,529-7.5% |
| Participation rate | 72.7% | 73.2%-0.5pp | 72.3%+0.3pp | 67.9%+4.7pp |
| Annual return | 14.66% | 18.96%-4.3pp | 33.75%-19.1pp | 28.97%-14.3pp |
| Employer contribution / active EE | $1,774 | $2,671-33.6% | $2,750-35.5% | $2,590-31.5% |
| Participant deferral / active EE | $3,273 | $3,628-9.8% | $3,881-15.7% | $4,291-23.7% |
| Admin fee / account holder | $18 | $616-97.2% | $3,070-99.4% | $1,588-98.9% |