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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $27,500 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $15,498 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $9,100 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Investmen... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,723 | $103,024-49.8% | $112,040-53.8% | $79,634-35.0% |
| Participation rate | 93.5% | 80.6%+13.0pp | 76.5%+17.0pp | 62.5%+31.0pp |
| Annual return | 10.92% | 17.60%-6.7pp | 24.52%-13.6pp | 36.46%-25.5pp |
| Employer contribution / active EE | $1,269 | $3,015-57.9% | $2,954-57.0% | $2,529-49.8% |
| Participant deferral / active EE | $3,175 | $5,233-39.3% | $5,098-37.7% | $3,835-17.2% |
| Admin fee / account holder | $90 | $465-80.7% | $12,098-99.3% | $1,002-91.1% |