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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $32,559 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $1,005 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 91-0583380 | Recordkeeping and information managem... | $157 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Float revenue; Investment management ... | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $21,621 | $37,196-41.9% | $154,108-86.0% | $55,725-61.2% |
| Participation rate | 46.2% | 64.1%-17.9pp | 83.0%-36.9pp | 70.9%-24.7pp |
| Annual return | -7.11% | 1319.68%-1326.8pp | 735.21%-742.3pp | 244.93%-252.0pp |
| Employer contribution / active EE | $802 | $1,614-50.3% | $5,298-84.9% | $2,078-61.4% |
| Participant deferral / active EE | $1,568 | $2,068-24.2% | $5,081-69.1% | $3,356-53.3% |
| Admin fee / account holder | $124 | $102+22.4% | $13,411-99.1% | $115+8.0% |