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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $19,563 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Investment ma... | $2,723 |
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 | $27,995 | $37,117-24.6% | $147,617-81.0% | $55,191-49.3% |
| Participation rate | 99.2% | 63.6%+35.6pp | 84.6%+14.6pp | 69.2%+30.1pp |
| Annual return | -0.24% | 3.44%-3.7pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $4,116 | $1,620+154.0% | $5,564-26.0% | $1,899+116.8% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $26 | $86-69.6% | $11,612-99.8% | $91-71.4% |