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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 13 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Contract Administrator | $33,554 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
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 | $95,898 | $55,002+74.4% | $59,887+60.1% | $56,287+70.4% |
| Participation rate | 76.2% | 75.9%+0.2pp | 74.7%+1.5pp | 69.9%+6.3pp |
| Annual return | 9.67% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $4,315 | $2,448+76.3% | $2,722+58.5% | $2,111+104.4% |
| Participant deferral / active EE | $4,669 | $3,121+49.6% | $3,402+37.2% | $3,350+39.4% |
| Admin fee / account holder | $93 | $236-60.4% | $3,591-97.4% | $521-82.1% |