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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $15,886 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $1,847 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,758 | $48,576+128.0% | $169,452-34.6% | $56,287+96.8% |
| Participation rate | 36.7% | 65.8%-29.1pp | 77.8%-41.1pp | 69.9%-33.1pp |
| Annual return | -5.37% | -2.51%-2.9pp | 1.83%-7.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $780 | $1,559-50.0% | $4,157-81.2% | $2,111-63.0% |
| Participant deferral / active EE | $6,001 | $3,275+83.2% | $5,277+13.7% | $3,350+79.1% |
| Admin fee / account holder | $536 | $435+23.3% | $9,110-94.1% | $521+3.0% |