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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $23,938 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $12,549 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,566 | $64,919+8.7% | $392,568-82.0% | $65,185+8.3% |
| Participation rate | 64.0% | 72.0%-8.0pp | 78.1%-14.1pp | 70.2%-6.2pp |
| Annual return | 25.25% | 26.09%-0.8pp | 24.42%+0.8pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,541 | $2,374-35.1% | $3,783-59.3% | $2,177-29.2% |
| Participant deferral / active EE | $4,003 | $3,668+9.1% | $5,985-33.1% | $3,514+13.9% |
| Admin fee / account holder | $131 | $634-79.4% | $6,260-97.9% | $847-84.6% |