Filed February 25, 2022
Total covered: 250 employees
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Service code 12 · EIN 06-1053228 | Claims processing; Finders' fees / pl... | $17,612 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,990 | $46,325-59.0% | $143,788-86.8% | $64,814-70.7% |
| Participation rate | 59.0% | 64.2%-5.2pp | 80.3%-21.3pp | 71.5%-12.4pp |
| Annual return | -15.78% | -10.05%-5.7pp | -0.03%-15.8pp | 32.84%-48.6pp |
| Employer contribution / active EE | $102 | $1,911-94.7% | $4,952-97.9% | $2,507-95.9% |
| Participant deferral / active EE | $1,760 | $2,647-33.5% | $5,638-68.8% | $4,310-59.2% |
| Admin fee / account holder | $58 | $154-62.1% | $14,675-99.6% | $188-68.9% |