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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $31,067 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $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.
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 | $7,651 | $46,100-83.4% | $86,582-91.2% | $69,631-89.0% |
| Participation rate | 46.9% | 67.2%-20.3pp | 73.5%-26.7pp | 70.7%-23.8pp |
| Annual return | 15.90% | 21.02%-5.1pp | 965.08%-949.2pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $548 | $1,850-70.4% | $2,839-80.7% | $2,032-73.0% |
| Participant deferral / active EE | $563 | $2,432-76.8% | $3,609-84.4% | $3,224-82.5% |
| Admin fee / account holder | $48 | $94-49.1% | $4,904-99.0% | $110-56.7% |