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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $27,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $2,461 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,706 | $73,459-63.6% | $178,528-85.0% | $74,429-64.1% |
| Participation rate | 98.4% | 66.5%+31.8pp | 77.1%+21.3pp | 67.2%+31.1pp |
| Annual return | 14.55% | 17.50%-2.9pp | 27.11%-12.6pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $1,408 | $2,219-36.5% | $3,950-64.3% | $2,625-46.3% |
| Participant deferral / active EE | $3,511 | $4,515-22.2% | $6,278-44.1% | $4,348-19.3% |
| Admin fee / account holder | $91 | $1,812-95.0% | $10,419-99.1% | $1,944-95.3% |