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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GALSTONNURY, CT 06033 | Advisory (Participants) | $38,408 |
USI CONSULTING GROUP2+ years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $5,758 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Shareholder s... | $5,138 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,902 | $35,123-46.2% | $93,515-79.8% | $73,412-74.3% |
| Participation rate | 80.2% | 68.3%+11.9pp | 66.8%+13.4pp | 72.2%+8.0pp |
| Annual return | 18.99% | 18.89%+0.1pp | 78.21%-59.2pp | 59.30%-40.3pp |
| Employer contribution / active EE | $664 | $1,247-46.8% | $2,077-68.1% | $2,234-70.3% |
| Participant deferral / active EE | $2,151 | $2,249-4.4% | $3,129-31.2% | $3,806-43.5% |
| Admin fee / account holder | $83 | $108-23.4% | $5,235-98.4% | $158-47.5% |