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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $26,968 |
USI CONSULTING GROUP1 year Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $2,266 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,476 | $48,576-31.1% | $169,452-80.2% | $56,287-40.5% |
| Participation rate | 97.3% | 65.8%+31.5pp | 77.8%+19.5pp | 69.9%+27.4pp |
| Annual return | -7.54% | -2.51%-5.0pp | 1.83%-9.4pp | -9.96%+2.4pp |
| Employer contribution / active EE | $3,651 | $1,559+134.2% | $4,157-12.2% | $2,111+73.0% |
| Participant deferral / active EE | $3,600 | $3,275+9.9% | $5,277-31.8% | $3,350+7.5% |
| Admin fee / account holder | $182 | $435-58.1% | $9,110-98.0% | $521-65.0% |