Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE Service code 15 · EIN 91-1176315 | Recordkeeping | $52,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $4,129 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $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 | $34,492 | $37,117-7.1% | $147,617-76.6% | $55,191-37.5% |
| Participation rate | 55.6% | 63.6%-8.0pp | 84.6%-29.0pp | 69.2%-13.5pp |
| Annual return | 2.14% | 3.44%-1.3pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $700 | $1,620-56.8% | $5,564-87.4% | $1,899-63.1% |
| Participant deferral / active EE | $2,315 | $1,985+16.6% | $4,895-52.7% | $3,046-24.0% |
| Admin fee / account holder | $151 | $86+76.7% | $11,612-98.7% | $91+66.5% |