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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP6 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $25,611 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $4,977 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,613 |
CHARLES SCHWAB & CO., INC.8+ 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 | $45,408 | $46,319-2.0% | $143,770-68.4% | $64,811-29.9% |
| Participation rate | 53.0% | 64.2%-11.3pp | 80.3%-27.3pp | 71.5%-18.5pp |
| Annual return | -16.18% | -10.06%-6.1pp | -0.04%-16.1pp | 32.83%-49.0pp |
| Employer contribution / active EE | $880 | $1,911-53.9% | $4,951-82.2% | $2,506-64.9% |
| Participant deferral / active EE | $3,166 | $2,646+19.6% | $5,638-43.8% | $4,310-26.6% |
| Admin fee / account holder | $133 | $154-13.3% | $14,673-99.1% | $188-29.0% |