Filed May 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $44,536 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $18,640 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $4,180 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,826 | $52,293-46.8% | $178,503-84.4% | $73,412-62.1% |
| Participation rate | 89.2% | 65.3%+23.8pp | 81.9%+7.2pp | 72.2%+17.0pp |
| Annual return | 15.34% | 34.75%-19.4pp | 151.12%-135.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $1,089 | $1,736-37.3% | $5,011-78.3% | $2,234-51.2% |
| Participant deferral / active EE | $2,855 | $2,333+22.4% | $5,202-45.1% | $3,806-25.0% |
| Admin fee / account holder | $163 | $127+27.9% | $13,987-98.8% | $158+3.1% |