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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $12,279 |
CHARLES SCHWAB & CO., INC.11+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $1,098 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Investment management ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,266 | $46,464+42.6% | $150,298-55.9% | $79,634-16.8% |
| Participation rate | 36.6% | 57.0%-20.3pp | 77.8%-41.1pp | 62.5%-25.9pp |
| Annual return | 19.40% | 27.89%-8.5pp | 62.79%-43.4pp | 36.46%-17.1pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $5,804 | $2,157+169.1% | $5,453+6.4% | $3,835+51.4% |
| Admin fee / account holder | $21 | $891-97.6% | $14,116-99.8% | $1,002-97.9% |