Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Parti... | $8,091 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,823 | $52,293-71.7% | $178,490-91.7% | $73,409-79.8% |
| Participation rate | 79.4% | 65.3%+14.0pp | 81.9%-2.6pp | 72.2%+7.2pp |
| Annual return | 16.11% | 34.75%-18.6pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $437 | $1,735-74.8% | $5,011-91.3% | $2,234-80.4% |
| Participant deferral / active EE | $1,633 | $2,332-30.0% | $5,202-68.6% | $3,805-57.1% |
| Admin fee / account holder | $20 | $127-84.6% | $13,984-99.9% | $158-87.6% |