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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $35,751 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Custodial (other than securities); Sh... | $7,498 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities); Fl... | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (securities); Shareholder s... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,144 | $62,267-54.8% | $110,243-74.5% | $55,725-49.5% |
| Participation rate | 63.5% | 78.1%-14.7pp | 79.8%-16.4pp | 70.9%-7.4pp |
| Annual return | -3.21% | -1.07%-2.1pp | 314.76%-318.0pp | 244.93%-248.1pp |
| Employer contribution / active EE | $936 | $1,941-51.8% | $3,827-75.5% | $2,078-55.0% |
| Participant deferral / active EE | $2,000 | $3,516-43.1% | $4,672-57.2% | $3,356-40.4% |
| Admin fee / account holder | $116 | $121-4.4% | $8,548-98.6% | $115+0.3% |