Filed April 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $17,616 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,948 | $52,293-71.4% | $178,503-91.6% | $73,412-79.6% |
| Participation rate | 42.9% | 65.3%-22.4pp | 81.9%-39.0pp | 72.2%-29.3pp |
| Annual return | 15.34% | 34.75%-19.4pp | 151.12%-135.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $467 | $1,736-73.1% | $5,011-90.7% | $2,234-79.1% |
| Participant deferral / active EE | $1,271 | $2,333-45.5% | $5,202-75.6% | $3,806-66.6% |
| Admin fee / account holder | $29 | $127-77.1% | $13,987-99.8% | $158-81.5% |