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 GROUP4 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP5 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $19,249 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $6,007 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,333 |
CHARLES SCHWAB & CO., INC.7+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,930 | $56,540-1.1% | $185,851-69.9% | $86,821-35.6% |
| Participation rate | 54.0% | 65.5%-11.6pp | 81.7%-27.8pp | 72.3%-18.3pp |
| Annual return | 28.33% | 118.20%-89.9pp | 122.11%-93.8pp | 97.94%-69.6pp |
| Employer contribution / active EE | $60 | $1,844-96.8% | $5,168-98.8% | $2,406-97.5% |
| Participant deferral / active EE | $2,874 | $2,555+12.5% | $5,569-48.4% | $4,132-30.4% |
| Admin fee / account holder | $121 | $150-19.0% | $16,245-99.3% | $170-28.5% |