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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Claim... | $9,884 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,073 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,680 | $69,511+56.3% | $94,672+14.8% | $71,529+51.9% |
| Participation rate | 89.6% | 78.4%+11.2pp | 80.8%+8.7pp | 67.9%+21.6pp |
| Annual return | 23.66% | 29.67%-6.0pp | 156.89%-133.2pp | 28.97%-5.3pp |
| Employer contribution / active EE | $4,439 | $2,853+55.6% | $3,673+20.8% | $2,590+71.4% |
| Participant deferral / active EE | $6,345 | $7,348-13.6% | $7,417-14.5% | $4,291+47.9% |
| Admin fee / account holder | $22 | $1,211-98.2% | $7,222-99.7% | $1,588-98.6% |