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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 | $65,072+2.4% | $66,439+0.3% | $65,306+2.0% |
| Participation rate | 89.8% | 69.1%+20.8pp | 74.5%+15.3pp | 57.7%+32.1pp |
| Annual return | 12.25% | 21.50%-9.3pp | 757.66%-745.4pp | 21.94%-9.7pp |
| Employer contribution / active EE | $4,265 | $2,475+72.3% | $2,637+61.8% | $1,967+116.8% |
| Participant deferral / active EE | $4,599 | $3,234+42.2% | $3,876+18.6% | $2,959+55.4% |
| Admin fee / account holder | $92 | $1,323-93.1% | $6,173-98.5% | $3,480-97.4% |