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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $12,317 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Shareholder servicing ... | $2,423 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
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 | $70,535 | $70,002+0.8% | $115,037-38.7% | $52,331+34.8% |
| Participation rate | 79.8% | 72.1%+7.7pp | 81.4%-1.5pp | 68.1%+11.7pp |
| Annual return | 0.98% | 4.04%-3.1pp | 26.14%-25.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $4,553 | $2,715+67.7% | $4,608-1.2% | $1,882+141.9% |
| Participant deferral / active EE | $5,754 | $4,920+17.0% | $6,026-4.5% | $3,022+90.4% |
| Admin fee / account holder | $21 | $566-96.2% | $8,175-99.7% | $592-96.4% |