Filings through .
Filed September 24, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 LLC8 years Filed as: USI CONSULTING GROUP Service code 12 · EIN 06-1053228 | Recordkeeping and information managem... | $44,198 |
17 funds of $250K or more; 20 lines in all, holding $12.6M of the plan's $12.9M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 11 vintages | $3.1M | 24.9% |
| Vanguad 500 Index Fd Admiral Manager not matched · Mutual fund Index | $2.7M | 21.4% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $1.1M | 8.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $951K | 7.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $723K | 5.7% |
| Vanguard Sml Cap Adm Vanguard · Mutual fund | $662K | 5.2% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund | $546K | 4.3% |
| Std Stable Asset Fd Manager not matched · Insurance contract | $541K | 4.3% |
| MFS Growth Allocation Fund MFS (Sun Life) · Mutual fund | $470K | 3.7% |
| Goldman Sachs International Equity Insights Fund Class A Goldman Sachs · Mutual fund | $438K | 3.5% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.