Filed September 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $11,796 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,683 | $93,351-73.6% | $62,929-60.8% | $79,634-69.0% |
| Participation rate | 92.2% | 74.6%+17.5pp | 73.1%+19.0pp | 62.5%+29.7pp |
| Annual return | 14.69% | 14.37%+0.3pp | 1063.93%-1049.2pp | 36.46%-21.8pp |
| Employer contribution / active EE | $1,411 | $3,135-55.0% | $2,505-43.7% | $2,529-44.2% |
| Participant deferral / active EE | $1,558 | $3,921-60.3% | $3,888-59.9% | $3,835-59.4% |
| Admin fee / account holder | $24 | $229-89.6% | $5,065-99.5% | $1,002-97.6% |