Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $48,980 |
USI CONSULTING GROUP2+ years Service code 11 · EIN 06-1053228 | Actuarial | $35,250 |
AETNA LIFE INSURANCE COMPANY2+ years Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $31,902 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 4.85% | 11.14%-6.3pp | 16.78%-11.9pp | 10.41%-5.6pp |
| Employer contribution / active EE | $5,509 | $14,043-60.8% | $26,328-79.1% | $14,691-62.5% |
| Participant deferral / active EE | $1,759 | $91+1826.4% | $97+1720.8% | $58+2922.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |