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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 13 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Contract Administrator | $25,341 |
Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
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 | $38,421 | $52,639-27.0% | $185,117-79.2% | $62,293-38.3% |
| Participation rate | 94.1% | 63.9%+30.3pp | 77.3%+16.9pp | 69.5%+24.6pp |
| Annual return | 16.47% | 19.57%-3.1pp | 40.50%-24.0pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,564 | $1,483+140.4% | $4,182-14.8% | $2,042+74.5% |
| Participant deferral / active EE | $3,870 | $3,097+24.9% | $5,045-23.3% | $3,169+22.1% |
| Admin fee / account holder | $178 | $374-52.2% | $8,159-97.8% | $479-62.8% |