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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $125,004 |
SJS INVESTMENT CONSULTING INC7+ years Filed as: SJS INVESTMENT CONSULTING INC. Service code 27 · EIN 34-1803756 | Advisory (Plan) | $89,505 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 26 · EIN 42-1558009 | Advisory (Participants) | $44,306 |
WASMER, SCHROEDER & CO INC.7+ years Filed as: WASMER SCHROEDER & COMPANY INC. Service code 27 · EIN 59-2771369 | Advisory (Plan) | $33,698 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $12,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -13.39% | -13.10%-0.3pp | 0.46%-13.8pp | 2.77%-16.2pp |
| Employer contribution / active EE | $0 | $16,278-100.0% | $35,480-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |