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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $29,629 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $12,967 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,863 |
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 | $37,986 | $58,655-35.2% | $91,994-58.7% | $65,185-41.7% |
| Participation rate | 91.3% | 75.3%+16.0pp | 78.6%+12.7pp | 70.2%+21.1pp |
| Annual return | 24.85% | 33.92%-9.1pp | 69.04%-44.2pp | 29.38%-4.5pp |
| Employer contribution / active EE | $2,599 | $2,080+24.9% | $3,453-24.7% | $2,177+19.4% |
| Participant deferral / active EE | $6,858 | $5,474+25.3% | $5,924+15.8% | $3,514+95.2% |
| Admin fee / account holder | $81 | $434-81.4% | $7,744-99.0% | $847-90.5% |