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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $6,500 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.3 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,800 | $46,332-7.6% | $143,797-70.2% | $64,824-34.0% |
| Participation rate | 45.5% | 64.2%-18.7pp | 80.3%-34.8pp | 71.5%-25.9pp |
| Annual return | -16.69% | -10.05%-6.6pp | -0.04%-16.7pp | 32.84%-49.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,535 | $2,647+71.3% | $5,638-19.6% | $4,311+5.2% |
| Admin fee / account holder | $15 | $154-90.3% | $14,679-99.9% | $188-92.1% |