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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $118,930 |
USI CONSULTING GROUP5+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $65,959 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 42-1558009 | Contract Administrator | $1,434 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 1.83% | 9.45%-7.6pp | 5.04%-3.2pp | 7.65%-5.8pp |
| Employer contribution / active EE | $16,716 | $14,895+12.2% | $26,454-36.8% | $20,582-18.8% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |