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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 13 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Contract Administrator | $27,669 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $5,018 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,624 | $52,467+68.9% | $57,196+54.9% | $55,167+60.6% |
| Participation rate | 66.3% | 75.8%-9.5pp | 75.3%-9.0pp | 69.0%-2.7pp |
| Annual return | 0.00% | 7.72%-7.7pp | 14.59%-14.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $3,965 | $2,477+60.1% | $2,683+47.8% | $1,963+102.0% |
| Participant deferral / active EE | $3,714 | $2,830+31.2% | $3,096+19.9% | $3,054+21.6% |
| Admin fee / account holder | $81 | $269-69.9% | $3,141-97.4% | $504-83.9% |