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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Valua... | $7,502 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,228 | $65,322+56.5% | $70,494+45.0% | $73,497+39.1% |
| Participation rate | 84.0% | 77.0%+7.0pp | 75.1%+8.9pp | 70.7%+13.3pp |
| Annual return | 13.92% | 15.71%-1.8pp | 109.16%-95.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,718 | $2,460+51.2% | $2,738+35.8% | $2,270+63.8% |
| Participant deferral / active EE | $5,906 | $3,375+75.0% | $3,711+59.2% | $3,740+57.9% |
| Admin fee / account holder | $33 | $214-84.4% | $3,848-99.1% | $513-93.5% |