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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Sub-t... | $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 | $89,808-8.7% | $100,383-18.4% | $77,671+5.5% |
| Participation rate | 72.2% | 81.2%-9.0pp | 81.5%-9.3pp | 70.6%+1.7pp |
| Annual return | 17.44% | 20.62%-3.2pp | 49.26%-31.8pp | 31.21%-13.8pp |
| Employer contribution / active EE | $2,232 | $3,039-26.5% | $3,944-43.4% | $2,726-18.1% |
| Participant deferral / active EE | $6,792 | $8,284-18.0% | $8,086-16.0% | $4,648+46.1% |
| Admin fee / account holder | $13 | $174-92.4% | $7,900-99.8% | $430-96.9% |