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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Recordkeeping fees; Redemption fees; ... | $15,447 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,473 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,956 | $90,064-9.0% | $100,378-18.4% | $77,714+5.5% |
| Participation rate | 72.2% | 81.3%-9.0pp | 81.5%-9.3pp | 70.6%+1.7pp |
| Annual return | 17.44% | 20.61%-3.2pp | 49.41%-32.0pp | 31.26%-13.8pp |
| Employer contribution / active EE | $2,232 | $3,043-26.7% | $3,942-43.4% | $2,727-18.1% |
| Participant deferral / active EE | $6,792 | $8,282-18.0% | $8,087-16.0% | $4,649+46.1% |
| Admin fee / account holder | $13 | $172-92.3% | $7,899-99.8% | $433-96.9% |