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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Claims processing; Redemption fees; C... | $13,004 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,878 | $74,706+44.4% | $75,731+42.4% | $79,389+35.9% |
| Participation rate | 87.3% | 75.3%+11.9pp | 74.8%+12.4pp | 70.7%+16.6pp |
| Annual return | 12.94% | 18.52%-5.6pp | 104.65%-91.7pp | 116.89%-103.9pp |
| Employer contribution / active EE | $3,547 | $2,590+36.9% | $2,743+29.3% | $2,428+46.1% |
| Participant deferral / active EE | $6,200 | $3,533+75.5% | $3,820+62.3% | $4,046+53.2% |
| Admin fee / account holder | $56 | $374-85.1% | $3,620-98.5% | $626-91.1% |