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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
USI CONSULTING GROUP5 years Service code 15 · EIN 06-1053228 | Recordkeeping | $6,175 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $0 |
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 | $8,489 | $47,766-82.2% | $82,706-89.7% | $64,814-86.9% |
| Participation rate | 71.4% | 67.7%+3.7pp | 72.6%-1.2pp | 71.5%-0.1pp |
| Annual return | -16.71% | -13.06%-3.7pp | 701.76%-718.5pp | 32.84%-49.5pp |
| Employer contribution / active EE | $858 | $2,182-60.7% | $3,007-71.5% | $2,507-65.8% |
| Participant deferral / active EE | $1,724 | $3,332-48.3% | $4,394-60.8% | $4,310-60.0% |
| Admin fee / account holder | $27 | $143-81.3% | $5,329-99.5% | $188-85.8% |