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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $14,037 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,170 | $60,989+49.5% | $60,919+49.7% | $66,949+36.2% |
| Participation rate | 71.1% | 74.5%-3.4pp | 73.1%-2.0pp | 69.8%+1.3pp |
| Annual return | -12.99% | -9.60%-3.4pp | 16.96%-29.9pp | 1.57%-14.6pp |
| Employer contribution / active EE | $3,370 | $2,661+26.7% | $2,704+24.7% | $2,545+32.4% |
| Participant deferral / active EE | $5,708 | $3,615+57.9% | $3,814+49.6% | $4,239+34.7% |
| Admin fee / account holder | $79 | $338-76.7% | $3,228-97.6% | $594-86.7% |