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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Consulting (pension); Recordkeeping a... | $8,304 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,485 | $65,092-39.3% | $143,799-72.5% | $66,938-41.0% |
| Participation rate | 53.6% | 65.2%-11.6pp | 80.3%-26.7pp | 69.8%-16.2pp |
| Annual return | -13.33% | -11.14%-2.2pp | -0.04%-13.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $675 | $2,362-71.4% | $4,952-86.4% | $2,545-73.5% |
| Participant deferral / active EE | $3,296 | $2,920+12.9% | $5,638-41.5% | $4,238-22.2% |
| Admin fee / account holder | $46 | $502-90.8% | $14,677-99.7% | $594-92.2% |