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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE Service code 15 · EIN 91-1176315 | Recordkeeping | $55,547 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $5,514 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $344 |
CHARLES SCHWAB & CO., INC.2+ years 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 | $40,105 | $36,916+8.6% | $156,551-74.4% | $57,658-30.4% |
| Participation rate | 50.4% | 63.4%-13.0pp | 84.0%-33.6pp | 70.2%-19.8pp |
| Annual return | 10.64% | 12.38%-1.7pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $673 | $1,571-57.1% | $5,501-87.8% | $1,974-65.9% |
| Participant deferral / active EE | $2,387 | $1,926+24.0% | $4,871-51.0% | $3,061-22.0% |
| Admin fee / account holder | $166 | $82+101.1% | $13,028-98.7% | $95+75.4% |