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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $67,187 |
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Participant... | $33,921 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,580 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,235 | $46,332+135.8% | $143,797-24.0% | $64,824+68.5% |
| Participation rate | 96.6% | 64.2%+32.4pp | 80.3%+16.3pp | 71.5%+25.1pp |
| Annual return | -15.88% | -10.05%-5.8pp | -0.04%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $6,173 | $1,911+223.0% | $4,952+24.7% | $2,507+146.2% |
| Participant deferral / active EE | $4,872 | $2,647+84.0% | $5,638-13.6% | $4,311+13.0% |
| Admin fee / account holder | $50 | $154-67.6% | $14,679-99.7% | $188-73.4% |