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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP5 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $27,000 |
USI CONSULTING GROUP5 years Service code 13 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Contract Administrator | $3,714 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $1,375 |
Filed as: FIDELITY INV INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $105 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO., INC Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,548 | $59,105-55.1% | $159,991-83.4% | $66,930-60.3% |
| Participation rate | 98.1% | 68.1%+30.0pp | 78.0%+20.1pp | 69.8%+28.3pp |
| Annual return | -16.22% | -12.26%-4.0pp | 408.82%-425.0pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,551 | $1,983-21.8% | $4,225-63.3% | $2,545-39.1% |
| Participant deferral / active EE | $4,350 | $4,395-1.0% | $6,183-29.6% | $4,238+2.6% |
| Admin fee / account holder | $110 | $591-81.3% | $8,715-98.7% | $593-81.4% |