Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $59,857 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 91-0583380 | Claims processing; Recordkeeping and ... | $430 |
CHARLES SCHWAB & CO., INC.3+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Fl... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,155 | $46,173-47.7% | $170,435-85.8% | $69,631-65.3% |
| Participation rate | 47.4% | 63.9%-16.5pp | 83.6%-36.2pp | 70.7%-23.3pp |
| Annual return | 15.62% | 21.62%-6.0pp | 205.94%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $734 | $1,610-54.4% | $5,432-86.5% | $2,032-63.9% |
| Participant deferral / active EE | $1,388 | $2,080-33.3% | $4,939-71.9% | $3,224-56.9% |
| Admin fee / account holder | $115 | $116-0.6% | $13,881-99.2% | $110+4.4% |