Filed June 20, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $48,448 |
AXIA ADVISORY CORPORATION2 years Filed as: AXIA ADVISORY CORPORATOIN Service code 27 · EIN 35-1859469 | Advisory (Plan) | $27,477 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $20,025 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | -14.19% | -12.27%-1.9pp | -8.80%-5.4pp | 2.77%-17.0pp |
| Employer contribution / active EE | $7,044 | $13,732-48.7% | $43,463-83.8% | $15,262-53.8% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |