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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Account maintenance fees; Recordkeepi... | $34,691 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,070 |
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 | $74,389 | $73,823+0.8% | $379,746-80.4% | $73,493+1.2% |
| Participation rate | 68.7% | 73.1%-4.4pp | 78.4%-9.7pp | 70.7%-2.0pp |
| Annual return | 17.70% | 29.06%-11.4pp | 34.90%-17.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,706 | $2,472-31.0% | $3,540-51.8% | $2,270-24.8% |
| Participant deferral / active EE | $4,405 | $4,038+9.1% | $6,024-26.9% | $3,740+17.8% |
| Admin fee / account holder | $123 | $607-79.8% | $7,927-98.5% | $513-76.1% |