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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $283,356 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,822 |
Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,707 | $47,180+164.3% | $149,723-16.7% | $74,473+67.5% |
| Participation rate | 80.4% | 63.4%+17.0pp | 78.8%+1.6pp | 70.7%+9.6pp |
| Annual return | 18.36% | 22.75%-4.4pp | 134.50%-116.1pp | 34.36%-16.0pp |
| Employer contribution / active EE | $5,203 | $1,907+172.8% | $4,821+7.9% | $2,638+97.2% |
| Participant deferral / active EE | $4,295 | $2,730+57.3% | $5,682-24.4% | $4,530-5.2% |
| Admin fee / account holder | $49 | $343-85.6% | $13,215-99.6% | $347-85.8% |