Filed October 23, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $22,324 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 18 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,285 | $46,761+7.5% | $106,619-52.8% | $57,658-12.8% |
| Participation rate | 13.9% | 56.9%-42.9pp | 78.0%-64.0pp | 70.2%-56.3pp |
| Annual return | 6.56% | 15.77%-9.2pp | 9.42%-2.9pp | 5.13%+1.4pp |
| Employer contribution / active EE | $188 | $1,274-85.2% | $3,947-95.2% | $1,974-90.5% |
| Participant deferral / active EE | $573 | $1,954-70.7% | $3,930-85.4% | $3,061-81.3% |
| Admin fee / account holder | $294 | $97+203.5% | $6,418-95.4% | $95+210.7% |