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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $6,395 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $4,117 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,964 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,170 | $60,128-83.1% | $90,440-88.8% | $79,852-87.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 2.42% | 71.95%-69.5pp | 1294.38%-1292.0pp | 31.72%-29.3pp |
| Employer contribution / active EE | $3,631 | $2,068+75.5% | $3,263+11.3% | $2,471+46.9% |
| Participant deferral / active EE | $1,929 | $2,939-34.4% | $3,964-51.3% | $3,740-48.4% |
| Admin fee / account holder | $128 | $3,977-96.8% | $5,615-97.7% | $5,306-97.6% |