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 GROUP2 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $27,000 |
USI CONSULTING GROUP2 years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $1,819 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $0 |
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 | $37,808 | $56,918-33.6% | $182,531-79.3% | $65,185-42.0% |
| Participation rate | 96.9% | 66.5%+30.4pp | 78.0%+18.9pp | 70.2%+26.6pp |
| Annual return | 23.59% | 27.67%-4.1pp | 148.57%-125.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $3,826 | $1,615+136.9% | $4,075-6.1% | $2,177+75.7% |
| Participant deferral / active EE | $3,937 | $3,526+11.6% | $5,525-28.7% | $3,514+12.0% |
| Admin fee / account holder | $160 | $531-69.9% | $8,593-98.1% | $847-81.1% |