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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $25,758 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); In... | $8,176 |
CHARLES SCHWAB & CO., INC.10+ years 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 | $71,333 | $50,820+40.4% | $155,567-54.1% | $77,671-8.2% |
| Participation rate | 53.9% | 63.1%-9.2pp | 78.2%-24.3pp | 70.6%-16.6pp |
| Annual return | 13.71% | 34.85%-21.1pp | 64.74%-51.0pp | 31.21%-17.5pp |
| Employer contribution / active EE | $1,186 | $1,993-40.5% | $4,674-74.6% | $2,726-56.5% |
| Participant deferral / active EE | $4,385 | $2,823+55.3% | $5,628-22.1% | $4,648-5.7% |
| Admin fee / account holder | $152 | $436-65.1% | $15,916-99.0% | $430-64.6% |