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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $2,625 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $1,085 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,787 | $62,928-5.0% | $172,753-65.4% | $67,582-11.5% |
| Participation rate | 26.4% | 64.5%-38.0pp | 82.6%-56.2pp | 71.3%-44.8pp |
| Annual return | 23.53% | 30.36%-6.8pp | 803.00%-779.5pp | 378.57%-355.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,777 | $2,145+29.5% | $5,198-46.6% | $3,539-21.5% |
| Admin fee / account holder | $12 | $167-92.9% | $13,956-99.9% | $142-91.7% |