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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $61,232 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $5,794 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 95 GLASTONBURY RD · GLASTONBURY, CT 06033 | Recordkeeping | $2,735 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,993 | $93,351+28.5% | $62,929+90.7% | $79,634+50.7% |
| Participation rate | 77.1% | 74.6%+2.5pp | 73.1%+4.0pp | 62.5%+14.6pp |
| Annual return | 12.21% | 14.37%-2.2pp | 1063.93%-1051.7pp | 36.46%-24.3pp |
| Employer contribution / active EE | $3,041 | $3,135-3.0% | $2,505+21.4% | $2,529+20.2% |
| Participant deferral / active EE | $4,413 | $3,921+12.5% | $3,888+13.5% | $3,835+15.1% |
| Admin fee / account holder | $175 | $229-23.7% | $5,065-96.5% | $1,002-82.6% |