See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $3,608 |
CHARLES SCHWAB & CO., INC.4 years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $0 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,576 | $125,758+97.7% | $169,993+46.2% | $75,163+230.7% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 16.83% | 27.20%-10.4pp | 53.37%-36.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $8,111 | $4,615+75.8% | $6,785+19.5% | $2,670+203.8% |
| Participant deferral / active EE | $13,405 | $6,837+96.1% | $10,408+28.8% | $4,125+225.0% |
| Admin fee / account holder | $147 | $8,173-98.2% | $12,815-98.8% | $5,651-97.4% |