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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $8,929 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Investment ma... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,187 | $50,919+12.3% | $155,556-63.2% | $77,762-26.5% |
| Participation rate | 59.8% | 63.1%-3.3pp | 78.2%-18.4pp | 70.6%-10.8pp |
| Annual return | 17.88% | 34.84%-17.0pp | 64.84%-47.0pp | 31.27%-13.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4,984 | $2,824+76.5% | $5,631-11.5% | $4,651+7.2% |
| Admin fee / account holder | $17 | $437-96.0% | $15,885-99.9% | $433-96.0% |