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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $24,101 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Investment ma... | $3,466 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,001 | $50,820-11.5% | $155,567-71.1% | $77,671-42.1% |
| Participation rate | 54.3% | 63.1%-8.8pp | 78.2%-23.8pp | 70.6%-16.2pp |
| Annual return | 10.73% | 34.85%-24.1pp | 64.74%-54.0pp | 31.21%-20.5pp |
| Employer contribution / active EE | $1,340 | $1,993-32.7% | $4,674-71.3% | $2,726-50.8% |
| Participant deferral / active EE | $2,732 | $2,823-3.2% | $5,628-51.5% | $4,648-41.2% |
| Admin fee / account holder | $143 | $436-67.1% | $15,916-99.1% | $430-66.7% |