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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $270 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
USI CONSULTING GROUP3 years Service code 12 · EIN 06-1053228 | Trustee (directed); Sub-transfer agen... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,860 | $94,833-86.4% | $75,714-83.0% | $86,821-85.2% |
| Participation rate | 52.5% | 79.1%-26.6pp | 74.8%-22.3pp | 72.3%-19.8pp |
| Annual return | 14.38% | 16.91%-2.5pp | 104.62%-90.2pp | 97.94%-83.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $704 | $3,632-80.6% | $3,820-81.6% | $4,132-83.0% |
| Admin fee / account holder | $86 | $109-20.4% | $3,619-97.6% | $170-49.0% |