Filed April 30, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Service code 15 · EIN 06-1053228 601 UNION ST SUITE 100 · SEATTLE, WA 98101 | Recordkeeping | $5,820 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $1,924 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 18 | Custodial (other than securities); Sh... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,105 | $43,709-58.6% | $61,491-70.6% | $64,808-72.1% |
| Participation rate | 46.5% | 69.2%-22.7pp | 79.3%-32.8pp | 71.5%-24.9pp |
| Annual return | -13.82% | -9.98%-3.8pp | -12.98%-0.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $413 | $2,113-80.5% | $4,246-90.3% | $2,506-83.5% |
| Participant deferral / active EE | $1,157 | $3,022-61.7% | $5,188-77.7% | $4,310-73.2% |
| Admin fee / account holder | $17 | $131-86.7% | $4,312-99.6% | $188-90.7% |