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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $58,060 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 91-0583380 | Recordkeeping and information managem... | $510 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,374 | $37,117-58.6% | $147,617-89.6% | $55,191-72.1% |
| Participation rate | 71.9% | 63.6%+8.3pp | 84.6%-12.7pp | 69.2%+2.8pp |
| Annual return | -1.46% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $774 | $1,620-52.2% | $5,564-86.1% | $1,899-59.2% |
| Participant deferral / active EE | $1,472 | $1,985-25.8% | $4,895-69.9% | $3,046-51.7% |
| Admin fee / account holder | $96 | $86+12.8% | $11,612-99.2% | $91+6.3% |