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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Distribution (12b-1) fees; Consulting... | $10,898 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,762 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,063 | $79,169+55.4% | $100,415+22.6% | $74,478+65.2% |
| Participation rate | 94.7% | 79.4%+15.3pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 15.83% | 20.51%-4.7pp | 49.47%-33.6pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $4,650 | $3,017+54.1% | $3,943+17.9% | $2,626+77.0% |
| Participant deferral / active EE | $6,442 | $7,751-16.9% | $8,091-20.4% | $4,350+48.1% |
| Admin fee / account holder | $22 | $1,337-98.3% | $7,906-99.7% | $1,946-98.8% |