Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $26,441 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $1,976 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK & TRUST CO. Service code 18 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,449 | $37,117-66.5% | $147,617-91.6% | $55,191-77.4% |
| Participation rate | 58.5% | 63.6%-5.1pp | 84.6%-26.1pp | 69.2%-10.7pp |
| Annual return | 0.49% | 3.44%-3.0pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $516 | $1,620-68.2% | $5,564-90.7% | $1,899-72.8% |
| Participant deferral / active EE | $1,301 | $1,985-34.5% | $4,895-73.4% | $3,046-57.3% |
| Admin fee / account holder | $64 | $86-25.2% | $11,612-99.4% | $91-29.5% |