Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $6,046 |
Service code 11 · EIN 11-2836994 | Actuarial | $2,532 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $662 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,091 | $51,620-63.0% | $90,300-78.9% | $65,185-70.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 27.27% | 24.94%+2.3pp | 78.11%-50.8pp | 29.38%-2.1pp |
| Employer contribution / active EE | $5,089 | $2,235+127.8% | $2,854+78.3% | $2,177+133.8% |
| Participant deferral / active EE | $2,928 | $2,871+2.0% | $3,884-24.6% | $3,514-16.7% |
| Admin fee / account holder | $64 | $384-83.2% | $5,353-98.8% | $847-92.4% |