Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
USI INSURANCE SERVICES LLC3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $27,500 |
USI INSURANCE SERVICES LLC3 years Filed as: USI CONSULTING GROUP Service code 15 · EIN 06-1053228 | Recordkeeping | $15,498 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $9,100 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $0 |
10 funds hold $19.8M of the plan's $24.8M. From the 2025 filing. Recordkeeper: USI Insurance Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 18.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 16.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.1M | 15.5% |
| MetLife GIC No. 25053 MetLife · Insurance contract | $2.3M | 11.5% |
| Vanguard Mid Cap Valindex Admiral Vanguard · Mutual fund | $1.9M | 9.3% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.6M | 8.3% |
| Vanguard Small Cap Value Index Admir Registered Investment Company Vanguard · Mutual fund Index | $1.5M | 7.8% |
| Nationwide Geneva Small Cap Growth Fund Class R6 Nationwide · Mutual fund | $1.3M | 6.7% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $676K | 3.4% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $469K | 2.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.