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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $61,091 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $6,783 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $295 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $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 | $46,104 | $46,173-0.1% | $170,435-72.9% | $69,631-33.8% |
| Participation rate | 54.8% | 63.9%-9.1pp | 83.6%-28.8pp | 70.7%-15.9pp |
| Annual return | 17.42% | 21.62%-4.2pp | 205.94%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $788 | $1,610-51.1% | $5,432-85.5% | $2,032-61.2% |
| Participant deferral / active EE | $2,655 | $2,080+27.6% | $4,939-46.2% | $3,224-17.6% |
| Admin fee / account holder | $166 | $116+43.2% | $13,881-98.8% | $110+50.3% |