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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 (other than securities); Cu... | $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 | $84,045+42.8% | $77,361+55.1% | $69,255+73.3% |
| Participation rate | 77.1% | 71.8%+5.3pp | 75.0%+2.1pp | 69.0%+8.1pp |
| Annual return | 12.21% | 12.46%-0.3pp | 1011.54%-999.3pp | 26.73%-14.5pp |
| Employer contribution / active EE | $3,041 | $2,954+2.9% | $2,990+1.7% | $2,645+15.0% |
| Participant deferral / active EE | $4,413 | $3,349+31.8% | $3,911+12.8% | $2,890+52.7% |
| Admin fee / account holder | $175 | $239-26.9% | $5,894-97.0% | $733-76.2% |