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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Redemption fees; Consulting (pension)... | $30,534 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,908 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,205 | $78,781-32.5% | $100,535-47.1% | $73,412-27.5% |
| Participation rate | 97.0% | 80.0%+16.9pp | 79.4%+17.5pp | 72.2%+24.8pp |
| Annual return | 20.54% | 31.69%-11.1pp | 30.90%-10.4pp | 59.30%-38.8pp |
| Employer contribution / active EE | $4,644 | $2,420+91.9% | $3,419+35.8% | $2,234+107.9% |
| Participant deferral / active EE | $9,823 | $6,537+50.3% | $6,271+56.6% | $3,806+158.1% |
| Admin fee / account holder | $95 | $145-34.6% | $8,085-98.8% | $158-39.8% |