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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 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | 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 | $66,611 | $64,705+2.9% | $62,929+5.9% | $67,986-2.0% |
| Participation rate | 89.8% | 65.6%+24.2pp | 73.1%+16.7pp | 57.2%+32.6pp |
| Annual return | 12.25% | 20.31%-8.1pp | 1063.93%-1051.7pp | 31.67%-19.4pp |
| Employer contribution / active EE | $4,265 | $2,376+79.5% | $2,505+70.3% | $2,019+111.3% |
| Participant deferral / active EE | $4,599 | $3,198+43.8% | $3,888+18.3% | $3,358+37.0% |
| Admin fee / account holder | $92 | $1,428-93.6% | $5,065-98.2% | $3,203-97.1% |