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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 | Custodial (securities); Shareholder s... | $1,098 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Float revenue... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,266 | $50,982+30.0% | $154,803-57.2% | $85,563-22.6% |
| Participation rate | 36.6% | 59.8%-23.1pp | 78.1%-41.4pp | 66.0%-29.3pp |
| Annual return | 19.40% | 30.35%-11.0pp | 58.88%-39.5pp | 31.51%-12.1pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,804 | $2,474+134.6% | $5,540+4.8% | $4,375+32.6% |
| Admin fee / account holder | $21 | $846-97.5% | $14,329-99.9% | $834-97.4% |