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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $34,476 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $2,696 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $1,404 |
USI CONSULTING GROUP1 year Service code 15 · EIN 06-1053228 95 GLASTONBURY RD · GLASTONBURY, CT 06033 | Recordkeeping | $1,125 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,666 | $60,795+67.2% | $69,464+46.4% | $65,185+56.0% |
| Participation rate | 59.8% | 74.9%-15.0pp | 74.6%-14.8pp | 70.2%-10.4pp |
| Annual return | 4.71% | 17.46%-12.7pp | 28.98%-24.3pp | 29.38%-24.7pp |
| Employer contribution / active EE | $3,488 | $2,452+42.2% | $2,779+25.5% | $2,177+60.2% |
| Participant deferral / active EE | $3,953 | $3,162+25.0% | $3,536+11.8% | $3,514+12.5% |
| Admin fee / account holder | $104 | $314-66.8% | $3,840-97.3% | $847-87.7% |