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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $25,541 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $1,421 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,468 | $52,293-22.6% | $178,503-77.3% | $73,412-44.9% |
| Participation rate | 48.7% | 65.3%-16.7pp | 81.9%-33.3pp | 72.2%-23.5pp |
| Annual return | 12.83% | 34.75%-21.9pp | 151.12%-138.3pp | 59.30%-46.5pp |
| Employer contribution / active EE | $951 | $1,736-45.2% | $5,011-81.0% | $2,234-57.4% |
| Participant deferral / active EE | $1,859 | $2,333-20.3% | $5,202-64.3% | $3,806-51.1% |
| Admin fee / account holder | $146 | $127+14.4% | $13,987-99.0% | $158-7.7% |