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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $14,258 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $5,679 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $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 | $86,963 | $80,753+7.7% | $136,298-36.2% | $62,293+39.6% |
| Participation rate | 79.8% | 73.5%+6.3pp | 81.9%-2.1pp | 69.5%+10.3pp |
| Annual return | 16.32% | 35.83%-19.5pp | 5156.27%-5140.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $5,235 | $2,884+81.6% | $4,696+11.5% | $2,042+156.4% |
| Participant deferral / active EE | $6,438 | $5,164+24.7% | $6,247+3.1% | $3,169+103.1% |
| Admin fee / account holder | $26 | $525-95.0% | $9,244-99.7% | $479-94.5% |