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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $27,785 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,038 | $39,859-79.8% | $78,676-89.8% | $57,658-86.1% |
| Participation rate | 45.3% | 66.1%-20.8pp | 73.6%-28.3pp | 70.2%-25.0pp |
| Annual return | 6.45% | 18.96%-12.5pp | 62.19%-55.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $499 | $1,786-72.0% | $2,850-82.5% | $1,974-74.7% |
| Participant deferral / active EE | $418 | $2,248-81.4% | $3,517-88.1% | $3,061-86.4% |
| Admin fee / account holder | $50 | $76-34.2% | $4,510-98.9% | $95-47.0% |