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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC. Service code 28 · EIN 06-1397347 | Investment Management | $18,750 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,817 | $49,138+115.3% | $84,015+25.9% | $65,185+62.3% |
| Participation rate | 69.0% | 60.7%+8.3pp | 69.0%0pp | 70.2%-1.2pp |
| Annual return | 20.82% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $1,530 | $914+67.4% | $1,983-22.9% | $2,177-29.7% |
| Participant deferral / active EE | $5,009 | $2,397+108.9% | $3,239+54.7% | $3,514+42.5% |
| Admin fee / account holder | $221 | $543-59.4% | $6,101-96.4% | $847-74.0% |