Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $41,173 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Custodial (other than ... | $3,026 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $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 | $14,999 | $46,173-67.5% | $170,435-91.2% | $69,631-78.5% |
| Participation rate | 76.5% | 63.9%+12.6pp | 83.6%-7.1pp | 70.7%+5.8pp |
| Annual return | 16.56% | 21.62%-5.1pp | 205.94%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $1,027 | $1,610-36.2% | $5,432-81.1% | $2,032-49.5% |
| Participant deferral / active EE | $2,060 | $2,080-1.0% | $4,939-58.3% | $3,224-36.1% |
| Admin fee / account holder | $83 | $116-28.4% | $13,881-99.4% | $110-24.8% |