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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $29,563 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Fl... | $1,990 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,607 | $56,540-24.6% | $185,849-77.1% | $86,821-50.9% |
| Participation rate | 50.9% | 65.5%-14.6pp | 81.7%-30.8pp | 72.3%-21.4pp |
| Annual return | 12.71% | 118.20%-105.5pp | 122.10%-109.4pp | 97.94%-85.2pp |
| Employer contribution / active EE | $1,073 | $1,844-41.8% | $5,169-79.2% | $2,406-55.4% |
| Participant deferral / active EE | $2,339 | $2,555-8.4% | $5,569-58.0% | $4,132-43.4% |
| Admin fee / account holder | $158 | $150+5.5% | $16,244-99.0% | $170-6.9% |