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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 | Custodial (securities); Shareholder s... | $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 | Custodial (other than securities); Sh... | $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 | $86,795+38.2% | $67,681+77.3% | $64,728+85.4% |
| Participation rate | 77.1% | 71.7%+5.5pp | 73.7%+3.4pp | 57.9%+19.2pp |
| Annual return | 12.21% | 12.58%-0.4pp | 590.58%-578.4pp | 49.38%-37.2pp |
| Employer contribution / active EE | $3,041 | $2,837+7.2% | $2,678+13.5% | $2,243+35.6% |
| Participant deferral / active EE | $4,413 | $3,430+28.7% | $3,976+11.0% | $2,729+61.7% |
| Admin fee / account holder | $175 | $238-26.7% | $6,100-97.1% | $1,145-84.7% |