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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 | Advisory (Participants) | $58,619 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $3,768 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 95 GLASTONBURY RD · GLASTONBURY, CT 06033 | Recordkeeping | $1,125 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC. Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,379 | $60,989+79.3% | $60,899+79.6% | $66,930+63.4% |
| Participation rate | 87.6% | 74.5%+13.1pp | 73.1%+14.5pp | 69.8%+17.7pp |
| Annual return | -11.79% | -9.60%-2.2pp | 16.92%-28.7pp | 1.57%-13.4pp |
| Employer contribution / active EE | $3,682 | $2,661+38.4% | $2,702+36.2% | $2,545+44.7% |
| Participant deferral / active EE | $5,069 | $3,615+40.2% | $3,817+32.8% | $4,238+19.6% |
| Admin fee / account holder | $167 | $338-50.7% | $3,225-94.8% | $593-71.9% |