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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 13 | Contract Administrator | $18,135 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC. Service code 18 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 | Shareholder servicing fees; Custodial... | $0 |
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 | $42,748 | $57,976-26.3% | $63,018-32.2% | $62,293-31.4% |
| Participation rate | 94.5% | 75.9%+18.6pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 12.40% | 17.54%-5.1pp | 87.62%-75.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $3,107 | $2,415+28.7% | $2,761+12.5% | $2,042+52.1% |
| Participant deferral / active EE | $3,517 | $2,956+19.0% | $3,330+5.6% | $3,169+11.0% |
| Admin fee / account holder | $71 | $276-74.2% | $3,601-98.0% | $479-85.2% |