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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Account maintenance fees; Claims proc... | $1,715 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $934 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,685 | $58,888-85.3% | $178,498-95.1% | $73,493-88.2% |
| Participation rate | 80.8% | 66.2%+14.6pp | 81.9%-1.1pp | 70.7%+10.1pp |
| Annual return | 17.71% | 24.86%-7.2pp | 151.09%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,273 | $2,236-43.1% | $5,011-74.6% | $2,270-43.9% |
| Participant deferral / active EE | $1,307 | $2,568-49.1% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $20 | $400-95.1% | $13,985-99.9% | $513-96.1% |