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 GROUP6 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GALSTONBURY BOULEVARD · GALSTONBURY, CT 06033 | Advisory (Participants) | $45,000 |
USI CONSULTING GROUP7 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $24,365 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Custodial (securities)... | $6,256 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,210 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $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 | $58,244 | $47,180+23.5% | $149,723-61.1% | $74,473-21.8% |
| Participation rate | 51.5% | 63.4%-11.9pp | 78.8%-27.3pp | 70.7%-19.3pp |
| Annual return | 18.26% | 22.75%-4.5pp | 134.50%-116.2pp | 34.36%-16.1pp |
| Employer contribution / active EE | $927 | $1,907-51.4% | $4,821-80.8% | $2,638-64.9% |
| Participant deferral / active EE | $3,517 | $2,730+28.8% | $5,682-38.1% | $4,530-22.4% |
| Admin fee / account holder | $136 | $343-60.4% | $13,215-99.0% | $347-60.9% |