Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $17,937 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $8,071 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,689 |
CHARLES SCHWAB & CO., INC.6+ years 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,485 | $52,293+15.7% | $178,503-66.1% | $73,412-17.6% |
| Participation rate | 56.1% | 65.3%-9.3pp | 81.9%-25.8pp | 72.2%-16.1pp |
| Annual return | 14.92% | 34.75%-19.8pp | 151.12%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,026 | $1,736-40.9% | $5,011-79.5% | $2,234-54.1% |
| Participant deferral / active EE | $3,410 | $2,333+46.2% | $5,202-34.4% | $3,806-10.4% |
| Admin fee / account holder | $162 | $127+27.0% | $13,987-98.8% | $158+2.4% |