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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $156,706 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,427 |
REID & RIEGE, P.C.1 year Filed as: REID AND RIEGE PC Service code 29 · EIN 06-0867204 755 MAIN STREET · HARTFORD, CT 06103 | Legal | $18,635 |
FIORITA KORNHAAS & COMPANY3 years Service code 10 · EIN 06-1183747 | Accounting | $14,800 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $10,014 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 3.88% | 7.83%-4.0pp | 8.34%-4.5pp | 13.05%-9.2pp |
| Employer contribution / active EE | $0 | $34,993-100.0% | $30,790-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |