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| 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 | Investment management fees paid indir... | $10,892 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,439 | $101,499+31.5% | $147,005-9.2% | $74,546+79.0% |
| Participation rate | 86.2% | 75.5%+10.7pp | 82.2%+4.0pp | 67.2%+19.0pp |
| Annual return | 13.74% | 8732.34%-8718.6pp | 418.76%-405.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $5,143 | $3,811+34.9% | $4,934+4.2% | $2,624+96.0% |
| Participant deferral / active EE | $7,569 | $7,304+3.6% | $8,070-6.2% | $4,347+74.1% |
| Admin fee / account holder | $70 | $1,748-96.0% | $13,006-99.5% | $1,944-96.4% |