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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $63,788 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 91-0583380 | Recordkeeping and information managem... | $455 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,970 | $36,916-48.6% | $156,551-87.9% | $57,658-67.1% |
| Participation rate | 55.6% | 63.4%-7.8pp | 84.0%-28.4pp | 70.2%-14.6pp |
| Annual return | 7.72% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $744 | $1,571-52.6% | $5,501-86.5% | $1,974-62.3% |
| Participant deferral / active EE | $1,415 | $1,926-26.5% | $4,871-70.9% | $3,061-53.8% |
| Admin fee / account holder | $115 | $82+39.3% | $13,028-99.1% | $95+21.6% |