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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $27,000 |
USI CONSULTING GROUP3 years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $10,489 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); In... | $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 | $40,232 | $62,132-35.2% | $185,835-78.4% | $73,493-45.3% |
| Participation rate | 97.8% | 67.8%+30.0pp | 78.0%+19.8pp | 70.7%+27.2pp |
| Annual return | 13.66% | 20.44%-6.8pp | 35.96%-22.3pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,632 | $1,681-2.9% | $4,087-60.1% | $2,270-28.1% |
| Participant deferral / active EE | $4,051 | $3,711+9.2% | $5,633-28.1% | $3,740+8.3% |
| Admin fee / account holder | $190 | $419-54.7% | $9,502-98.0% | $513-63.0% |