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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Participant loan processing; Account ... | $5,880 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,239 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,108 | $93,182-2.2% | $146,643-37.9% | $79,391+14.8% |
| Participation rate | 95.6% | 76.4%+19.1pp | 80.1%+15.5pp | 70.7%+24.8pp |
| Annual return | 15.23% | 21.61%-6.4pp | 22.75%-7.5pp | 116.88%-101.6pp |
| Employer contribution / active EE | $7,668 | $2,420+216.9% | $4,137+85.4% | $2,428+215.9% |
| Participant deferral / active EE | $4,042 | $4,169-3.0% | $5,506-26.6% | $4,046-0.1% |
| Admin fee / account holder | $40 | $585-93.2% | $10,280-99.6% | $627-93.7% |