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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $331,143 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $103,352 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $99,420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,350 | $127,481-15.0% | $149,751-27.6% | $90,274+20.0% |
| Participation rate | 93.3% | 78.2%+15.1pp | 82.5%+10.8pp | 73.4%+19.9pp |
| Annual return | 13.70% | 57.78%-44.1pp | 276.71%-263.0pp | 53.97%-40.3pp |
| Employer contribution / active EE | $2,789 | $3,448-19.1% | $4,646-40.0% | $2,523+10.5% |
| Participant deferral / active EE | $7,792 | $6,975+11.7% | $6,843+13.9% | $4,231+84.2% |
| Admin fee / account holder | $73 | $152-51.7% | $9,312-99.2% | $114-35.8% |