Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC11+ years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $22,428 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $19,274 |
15 funds of $250K or more; 30 lines in all, holding $21.7M of the plan's $22.3M. From the 2024 filing. Recordkeeper: Charles Schwab.
Target-date series: JPMorgan SmartRetirement, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $6.0M | 27.7% |
| Annuity JPMorgan Funds Large Cap Growth JPMorgan · Insurance contract | $4.7M | 21.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 11.8% |
| Pioneer Investments Equity Income Victory Capital · Other | $1.9M | 8.7% |
| Morley Stable Value Fund Principal · Stable value Stable value | $1.6M | 7.5% |
| JPMorgan Small Cap Growth Fund JPMorgan · Mutual fund | $1.2M | 5.5% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $765K | 3.5% |
| Goldman Sachs Growth Opportunity Fund Goldman Sachs · Mutual fund | $639K | 2.9% |
| Touchstone Large Cap Focused Fund Western & Southern · Mutual fund | $407K | 1.9% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $398K | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.