Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Consult... | $24,613 |
Service code 18 · EIN 94-1737782 | Account maintenance fees; Recordkeepi... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,756 | $56,540-79.2% | $185,849-93.7% | $86,821-86.5% |
| Participation rate | 85.3% | 65.5%+19.8pp | 81.7%+3.6pp | 72.3%+13.0pp |
| Annual return | 21.28% | 118.20%-96.9pp | 122.10%-100.8pp | 97.94%-76.7pp |
| Employer contribution / active EE | $3,907 | $1,844+111.8% | $5,169-24.4% | $2,406+62.4% |
| Participant deferral / active EE | $1,636 | $2,555-36.0% | $5,569-70.6% | $4,132-60.4% |
| Admin fee / account holder | $54 | $150-63.9% | $16,244-99.7% | $170-68.1% |