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 | $86,795-71.6% | $67,681-63.5% | $64,728-61.9% |
| Participation rate | 92.2% | 71.7%+20.5pp | 73.7%+18.4pp | 57.9%+34.3pp |
| Annual return | 14.69% | 12.58%+2.1pp | 590.58%-575.9pp | 49.38%-34.7pp |
| Employer contribution / active EE | $1,411 | $2,837-50.3% | $2,678-47.3% | $2,243-37.1% |
| Participant deferral / active EE | $1,558 | $3,430-54.6% | $3,976-60.8% | $2,729-42.9% |
| Admin fee / account holder | $24 | $238-90.0% | $6,100-99.6% | $1,145-97.9% |