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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP7 years Filed as: USI ADVISORS Service code 26 · EIN 06-1397347 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $22,500 |
USI CONSULTING GROUP7 years Service code 15 · EIN 06-1053228 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Recordkeeping | $6,348 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 | Securities Custodian | $371 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO., INC Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $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 | $66,611 | $65,084+2.3% | $67,681-1.6% | $64,340+3.5% |
| Participation rate | 89.8% | 66.7%+23.1pp | 73.7%+16.1pp | 55.2%+34.6pp |
| Annual return | 12.25% | 20.50%-8.3pp | 590.58%-578.3pp | 24.14%-11.9pp |
| Employer contribution / active EE | $4,265 | $2,398+77.8% | $2,678+59.3% | $1,862+129.1% |
| Participant deferral / active EE | $4,599 | $3,210+43.2% | $3,976+15.7% | $2,980+54.3% |
| Admin fee / account holder | $92 | $1,415-93.5% | $6,100-98.5% | $3,703-97.5% |