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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $3,792 |
CHARLES SCHWAB & CO., INC.7+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.2 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,144 | $56,540+1.1% | $185,851-69.3% | $86,821-34.2% |
| Participation rate | 40.3% | 65.5%-25.2pp | 81.7%-41.4pp | 72.3%-32.0pp |
| Annual return | 15.92% | 118.20%-102.3pp | 122.11%-106.2pp | 97.94%-82.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,168-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,197 | $2,555+64.2% | $5,569-24.6% | $4,132+1.6% |
| Admin fee / account holder | $13 | $150-91.4% | $16,245-99.9% | $170-92.4% |