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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Consu... | $42,677 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,331 | $65,125-79.5% | $143,797-90.7% | $66,949-80.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.43% | -11.13%-8.3pp | -0.04%-19.4pp | 1.57%-21.0pp |
| Employer contribution / active EE | $8,709 | $2,362+268.6% | $4,952+75.9% | $2,545+242.1% |
| Participant deferral / active EE | $3,590 | $2,920+22.9% | $5,638-36.3% | $4,239-15.3% |
| Admin fee / account holder | $122 | $503-75.7% | $14,679-99.2% | $594-79.4% |