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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,769 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $6,384 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $312,618-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 1.7%-1.7pp |
| Annual return | -10.09% | 8.23%-18.3pp | 10.03%-20.1pp | 627.08%-637.2pp |
| Employer contribution / active EE | $8,328 | $13,919-40.2% | $38,789-78.5% | $18,824-55.8% |
| Participant deferral / active EE | $0 | $596-100.0% | $74-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,182-100.0% | $1,923-100.0% |