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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Valuation ... | $30,176 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $4,152 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,014 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,665 | $70,486-33.8% | $100,528-53.6% | $79,852-41.6% |
| Participation rate | 94.7% | 73.6%+21.0pp | 79.4%+15.3pp | 69.6%+25.0pp |
| Annual return | 16.65% | 21.90%-5.3pp | 30.90%-14.2pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,365 | $2,165+9.3% | $3,419-30.8% | $2,471-4.3% |
| Participant deferral / active EE | $6,584 | $5,182+27.1% | $6,271+5.0% | $3,740+76.0% |
| Admin fee / account holder | $100 | $4,480-97.8% | $8,084-98.8% | $5,306-98.1% |