Filed January 27, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $104,771 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $340 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 11.31% | 7.00%+4.3pp | 4.95%+6.4pp | 8.21%+3.1pp |
| Employer contribution / active EE | $13,953 | $13,750+1.5% | $20,917-33.3% | $13,841+0.8% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |