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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $18,490 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $7,646 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $641 |
CHARLES SCHWAB & CO., INC.4+ years 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.
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 | $41,405 | $37,196+11.3% | $154,108-73.1% | $55,725-25.7% |
| Participation rate | 57.4% | 64.1%-6.7pp | 83.0%-25.7pp | 70.9%-13.5pp |
| Annual return | -6.55% | 1319.68%-1326.2pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $862 | $1,614-46.6% | $5,298-83.7% | $2,078-58.5% |
| Participant deferral / active EE | $2,921 | $2,068+41.2% | $5,081-42.5% | $3,356-13.0% |
| Admin fee / account holder | $169 | $102+66.1% | $13,411-98.7% | $115+46.5% |