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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $17,714 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 60 · EIN 82-3967259 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,352 | $79,519-11.5% | $95,952-26.7% | $73,409-4.2% |
| Participation rate | 85.8% | 81.2%+4.6pp | 77.1%+8.7pp | 72.2%+13.6pp |
| Annual return | 11.02% | 19.20%-8.2pp | 91.61%-80.6pp | 59.29%-48.3pp |
| Employer contribution / active EE | $1,818 | $2,048-11.2% | $2,541-28.5% | $2,234-18.6% |
| Participant deferral / active EE | $5,964 | $4,138+44.1% | $4,167+43.1% | $3,805+56.7% |
| Admin fee / account holder | $36 | $184-80.7% | $6,795-99.5% | $158-77.5% |