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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 12 · EIN 06-1053228 | Redemption fees; Account maintenance ... | $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 | $79,045+55.7% | $100,378+22.6% | $74,429+65.3% |
| Participation rate | 94.7% | 79.4%+15.3pp | 81.5%+13.2pp | 67.2%+27.5pp |
| Annual return | 15.83% | 20.61%-4.8pp | 49.41%-33.6pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $4,650 | $3,015+54.2% | $3,942+18.0% | $2,625+77.1% |
| Participant deferral / active EE | $6,442 | $7,751-16.9% | $8,087-20.3% | $4,348+48.1% |
| Admin fee / account holder | $22 | $1,335-98.3% | $7,899-99.7% | $1,944-98.8% |