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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 | Recordkeeping | $7,540 |
Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $6,952 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,597 | $206,359-38.2% | $123,544+3.3% | - |
| Participation rate | 97.0% | 72.1%+24.8pp | 82.3%+14.7pp | - |
| Annual return | -4.94% | -5.77%+0.8pp | 119.20%-124.1pp | - |
| Employer contribution / active EE | $9,576 | $2,538+277.4% | $4,628+106.9% | - |
| Participant deferral / active EE | $8,272 | $5,785+43.0% | $6,426+28.7% | - |
| Admin fee / account holder | $287 | $21,386-98.7% | $9,284-96.9% | - |