Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP3 years Service code 15 · EIN 06-1053228 | Recordkeeping | $10,867 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.6+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,186 | $52,722-84.5% | $90,440-90.9% | $73,412-88.8% |
| Participation rate | 67.5% | 67.7%-0.2pp | 72.7%-5.2pp | 72.2%-4.6pp |
| Annual return | 15.82% | 20.70%-4.9pp | 1294.38%-1278.6pp | 59.30%-43.5pp |
| Employer contribution / active EE | $649 | $1,872-65.3% | $3,263-80.1% | $2,234-70.9% |
| Participant deferral / active EE | $1,101 | $2,810-60.8% | $3,964-72.2% | $3,806-71.1% |
| Admin fee / account holder | $39 | $117-66.6% | $5,615-99.3% | $158-75.2% |