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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $57,297 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $18,812 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $5,225 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,713 | $101,653-29.5% | $147,080-51.2% | $74,459-3.7% |
| Participation rate | 99.4% | 75.6%+23.8pp | 82.2%+17.2pp | 67.2%+32.2pp |
| Annual return | 19.94% | 8754.98%-8735.0pp | 420.17%-400.2pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $1,678 | $3,813-56.0% | $4,933-66.0% | $2,626-36.1% |
| Participant deferral / active EE | $15,221 | $7,304+108.4% | $8,066+88.7% | $4,350+249.9% |
| Admin fee / account holder | $282 | $1,752-83.9% | $12,989-97.8% | $1,945-85.5% |