Filed April 1, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $35,533 |
Filed as: CHARLES SCHWAB BANK/TRUST Service code 19 | Securities Custodian | $1,164 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $70 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 18 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Investment ma... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,946 | $50,898-39.2% | $171,082-81.9% | $55,167-43.9% |
| Participation rate | 73.2% | 63.3%+9.9pp | 76.7%-3.5pp | 69.0%+4.2pp |
| Annual return | 7.31% | 15.34%-8.0pp | 32.56%-25.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $6 | $1,433-99.6% | $4,002-99.9% | $1,963-99.7% |
| Participant deferral / active EE | $3,317 | $2,994+10.8% | $4,797-30.9% | $3,054+8.6% |
| Admin fee / account holder | $150 | $500-70.0% | $8,520-98.2% | $504-70.2% |