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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $134,137 |
COOK STREET CONSULTING9+ years Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $32,782 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 50 · EIN 34-1479833 | Direct Payment | $11,976 |
WINKEL GREEN & VAN HORN LLP5 years Service code 10 · EIN 31-4442423 | Accounting | $6,300 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 8.59% | 10.25%-1.7pp | 35.16%-26.6pp | 22.81%-14.2pp |
| Employer contribution / active EE | $47,299 | $45,684+3.5% | $46,401+1.9% | $18,290+158.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |