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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $18,242 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Float revenue; Investment management ... | $9,222 |
CHARLES SCHWAB & CO., INC.5+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,552 | $62,928-19.7% | $172,753-70.7% | $67,582-25.2% |
| Participation rate | 55.6% | 64.5%-8.8pp | 82.6%-27.0pp | 71.3%-15.6pp |
| Annual return | 22.84% | 30.36%-7.5pp | 803.00%-780.2pp | 378.57%-355.7pp |
| Employer contribution / active EE | $878 | $1,636-46.4% | $5,144-82.9% | $2,148-59.1% |
| Participant deferral / active EE | $2,817 | $2,145+31.3% | $5,198-45.8% | $3,539-20.4% |
| Admin fee / account holder | $162 | $167-2.6% | $13,956-98.8% | $142+14.0% |