Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $38,014 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $26,644 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $18,784 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $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 | $14,077 | $37,196-62.2% | $154,108-90.9% | $55,725-74.7% |
| Participation rate | 78.3% | 64.1%+14.2pp | 83.0%-4.7pp | 70.9%+7.4pp |
| Annual return | -5.44% | 1319.68%-1325.1pp | 735.21%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $956 | $1,614-40.8% | $5,298-82.0% | $2,078-54.0% |
| Participant deferral / active EE | $2,126 | $2,068+2.8% | $5,081-58.2% | $3,356-36.6% |
| Admin fee / account holder | $109 | $102+7.0% | $13,411-99.2% | $115-5.6% |