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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1055322 | Recordkeeping | $10,561 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,173 | $47,180-29.7% | $149,723-77.8% | $74,473-55.5% |
| Participation rate | 85.2% | 63.4%+21.8pp | 78.8%+6.4pp | 70.7%+14.4pp |
| Annual return | 18.18% | 22.75%-4.6pp | 134.50%-116.3pp | 34.36%-16.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $4,835 | $2,730+77.1% | $5,682-14.9% | $4,530+6.7% |
| Admin fee / account holder | $15 | $343-95.8% | $13,215-99.9% | $347-95.8% |