Filed July 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6+ years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $20,867 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,904 | $63,745-67.2% | $98,442-78.8% | $79,386-73.7% |
| Participation rate | 76.8% | 69.9%+6.9pp | 73.3%+3.4pp | 70.7%+6.1pp |
| Annual return | 16.95% | 625.80%-608.9pp | 1492.73%-1475.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $901 | $2,557-64.8% | $2,960-69.6% | $2,427-62.9% |
| Participant deferral / active EE | $1,943 | $3,303-41.2% | $4,276-54.6% | $4,046-52.0% |
| Admin fee / account holder | $155 | $516-70.0% | $5,949-97.4% | $626-75.3% |