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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: FINDLEY, A DIVISION OF USI Service code 11 · EIN 06-1053228 | Actuarial | $61,196 |
COOK STREET CONSULTING6+ years Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $30,900 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 50 · EIN 34-1479833 | Direct Payment | $7,980 |
WINKEL GREEN & VAN HORN LLP2 years Service code 10 · EIN 31-4442423 | Accounting | $5,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 9.52% | 6915.14%-6905.6pp | 380.71%-371.2pp | 627.08%-617.6pp |
| Employer contribution / active EE | $25,304 | $39,618-36.1% | $45,089-43.9% | $18,824+34.4% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |