Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $9,163 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,267 | $66,813+38.1% | $100,535-8.2% | $73,497+25.5% |
| Participation rate | 95.3% | 77.5%+17.8pp | 79.4%+15.9pp | 70.7%+24.6pp |
| Annual return | 21.94% | 25.70%-3.8pp | 30.90%-9.0pp | 28.51%-6.6pp |
| Employer contribution / active EE | $3,818 | $2,147+77.9% | $3,419+11.7% | $2,270+68.2% |
| Participant deferral / active EE | $5,703 | $5,883-3.1% | $6,271-9.1% | $3,740+52.5% |
| Admin fee / account holder | $27 | $512-94.8% | $8,085-99.7% | $513-94.8% |