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 CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 49 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Services | $14,572 |
6 funds of $250K or more; 20 lines in all, holding $4.3M of the plan's $4.4M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $3.9M | 91.6% |
| No Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $123K | 2.9% |
| No JPMorgan Large Cap Growth Fund R6 JPMorgan · Mutual fund | $97K | 2.3% |
| No Vanguard Balanced Index Fund - Admiral Shares Vanguard · Mutual fund Index | $18K | 0.4% |
| No American Funds New World Fund R6 Capital Group · Mutual fund | $17K | 0.4% |
| No MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $16K | 0.4% |
| No American Funds New Perspective Fund-Class R-6 Capital Group · Mutual fund | $15K | 0.4% |
| No Vanguard Small-Cap Index Fund- Admiral Shares Vanguard · Mutual fund Index | $13K | 0.3% |
| No DFA US Targeted Value Portfolio Dimensional · Mutual fund | $10K | 0.2% |
| No JPMorgan Mid Cap Growth R6 JPMorgan · Mutual fund | $10K | 0.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.