Filed May 25, 2026
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 | $30,291 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $2,627 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $12,981 | $36,916-64.8% | $156,551-91.7% | $57,658-77.5% |
| Participation rate | 73.3% | 63.4%+9.9pp | 84.0%-10.7pp | 70.2%+3.1pp |
| Annual return | 9.70% | 12.38%-2.7pp | 32.23%-22.5pp | 5.13%+4.6pp |
| Employer contribution / active EE | $772 | $1,571-50.9% | $5,501-86.0% | $1,974-60.9% |
| Participant deferral / active EE | $1,657 | $1,926-13.9% | $4,871-66.0% | $3,061-45.9% |
| Admin fee / account holder | $64 | $82-22.7% | $13,028-99.5% | $95-32.5% |