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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Sub-transfer agency fees; Redemption ... | $305,532 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $80,900 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
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 | $116,461 | $120,450-3.3% | $159,495-27.0% | $93,010+25.2% |
| Participation rate | 91.1% | 78.0%+13.1pp | 82.8%+8.3pp | 73.9%+17.2pp |
| Annual return | 13.69% | 27.11%-13.4pp | 263.72%-250.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $2,644 | $3,526-25.0% | $4,831-45.3% | $2,705-2.3% |
| Participant deferral / active EE | $7,776 | $7,283+6.8% | $7,354+5.7% | $4,561+70.5% |
| Admin fee / account holder | $57 | $137-58.5% | $10,804-99.5% | $152-62.6% |