Filed April 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Recor... | $54,509 |
CHARLES SCHWAB & CO., INC.2 years 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,814 | $56,540-77.3% | $185,851-93.1% | $86,821-85.2% |
| Participation rate | 51.8% | 65.5%-13.7pp | 81.7%-29.9pp | 72.3%-20.5pp |
| Annual return | 13.94% | 118.20%-104.3pp | 122.11%-108.2pp | 97.94%-84.0pp |
| Employer contribution / active EE | $708 | $1,844-61.6% | $5,168-86.3% | $2,406-70.6% |
| Participant deferral / active EE | $1,811 | $2,555-29.1% | $5,569-67.5% | $4,132-56.2% |
| Admin fee / account holder | $63 | $150-57.8% | $16,245-99.6% | $170-62.8% |