Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $40,441 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $25,273 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $3,997 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $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 | $21,967 | $62,928-65.1% | $172,753-87.3% | $67,582-67.5% |
| Participation rate | 81.0% | 64.5%+16.5pp | 82.6%-1.7pp | 71.3%+9.7pp |
| Annual return | 23.24% | 30.36%-7.1pp | 803.00%-779.8pp | 378.57%-355.3pp |
| Employer contribution / active EE | $1,035 | $1,636-36.8% | $5,144-79.9% | $2,148-51.8% |
| Participant deferral / active EE | $2,353 | $2,145+9.7% | $5,198-54.7% | $3,539-33.5% |
| Admin fee / account holder | $162 | $167-2.8% | $13,956-98.8% | $142+13.8% |