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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $2,597 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Float revenue; Custodial (securities)... | $1,053 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,258 | $37,196+37.8% | $154,108-66.7% | $55,725-8.0% |
| Participation rate | 25.2% | 64.1%-38.9pp | 83.0%-57.8pp | 70.9%-45.6pp |
| Annual return | -4.82% | 1319.68%-1324.5pp | 735.21%-740.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,315 | $2,068+12.0% | $5,081-54.4% | $3,356-31.0% |
| Admin fee / account holder | $13 | $102-87.1% | $13,411-99.9% | $115-88.6% |