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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 | $3,544 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Float revenue; Custodial (securities)... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,921 | $33,745-58.7% | $64,105-78.3% | $55,191-74.8% |
| Participation rate | 59.6% | 59.4%+0.3pp | 68.2%-8.5pp | 69.2%-9.5pp |
| Annual return | -0.92% | 4.95%-5.9pp | 791.24%-792.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $468 | $641-27.0% | $1,820-74.3% | $1,899-75.4% |
| Participant deferral / active EE | $1,072 | $1,929-44.4% | $2,822-62.0% | $3,046-64.8% |
| Admin fee / account holder | $9 | $94-90.1% | $4,499-99.8% | $91-89.7% |