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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $6,641 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,283 |
CHERNOFF DIAMOND & CO., LLC5+ years Service code 11 · EIN 11-2836994 | Actuarial | $2,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,815 | $69,231-25.2% | $91,994-43.7% | $67,579-23.3% |
| Participation rate | 54.8% | 78.9%-24.1pp | 78.6%-23.9pp | 71.3%-16.5pp |
| Annual return | 19.39% | 32.03%-12.6pp | 69.03%-49.6pp | 378.56%-359.2pp |
| Employer contribution / active EE | $214 | $2,284-90.6% | $3,452-93.8% | $2,148-90.0% |
| Participant deferral / active EE | $3,567 | $5,854-39.1% | $5,923-39.8% | $3,539+0.8% |
| Admin fee / account holder | $9 | $107-91.5% | $7,743-99.9% | $142-93.6% |