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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $66,650 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Shareholder servicing fees; Custodial... | $5,853 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Cu... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | 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 | $47,455 | $71,666-33.8% | $117,861-59.7% | $69,631-31.8% |
| Participation rate | 77.6% | 77.5%0pp | 79.7%-2.1pp | 70.7%+6.9pp |
| Annual return | 16.14% | 18.86%-2.7pp | 335.11%-319.0pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,711 | $1,889-9.4% | $3,786-54.8% | $2,032-15.8% |
| Participant deferral / active EE | $3,036 | $3,340-9.1% | $4,482-32.3% | $3,224-5.8% |
| Admin fee / account holder | $210 | $120+74.2% | $8,021-97.4% | $110+89.8% |