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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397348 | Advisory (Participants) | $37,500 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $24,109 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Custodial (securities)... | $1,429 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB CO., INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,521 | $47,180-5.6% | $149,723-70.3% | $74,473-40.2% |
| Participation rate | 56.3% | 63.4%-7.1pp | 78.8%-22.5pp | 70.7%-14.4pp |
| Annual return | 14.41% | 22.75%-8.3pp | 134.50%-120.1pp | 34.36%-19.9pp |
| Employer contribution / active EE | $1,438 | $1,907-24.6% | $4,821-70.2% | $2,638-45.5% |
| Participant deferral / active EE | $3,008 | $2,730+10.2% | $5,682-47.1% | $4,530-33.6% |
| Admin fee / account holder | $156 | $343-54.6% | $13,215-98.8% | $347-55.1% |