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) | $24,264 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 | Recordkeeping | $12,713 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Float rev... | $10,892 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,439 | $101,653+31.3% | $147,080-9.3% | $74,459+79.2% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.2%+4.0pp | 67.2%+19.0pp |
| Annual return | 13.74% | 8754.98%-8741.2pp | 420.17%-406.4pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $5,143 | $3,813+34.9% | $4,933+4.2% | $2,626+95.8% |
| Participant deferral / active EE | $7,569 | $7,304+3.6% | $8,066-6.2% | $4,350+74.0% |
| Admin fee / account holder | $70 | $1,752-96.0% | $12,989-99.5% | $1,945-96.4% |