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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $50,874 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Custodial (securities); Custodial (ot... | $8,960 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Float rev... | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK/TRUST CO. Service code 18 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Float rev... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,843 | $69,159-52.5% | $125,180-73.8% | $67,579-51.4% |
| Participation rate | 63.2% | 78.2%-15.0pp | 79.8%-16.6pp | 71.3%-8.1pp |
| Annual return | 25.56% | 27.12%-1.6pp | 43.79%-18.2pp | 378.56%-353.0pp |
| Employer contribution / active EE | $1,137 | $2,023-43.8% | $3,866-70.6% | $2,148-47.1% |
| Participant deferral / active EE | $2,282 | $3,700-38.3% | $4,937-53.8% | $3,539-35.5% |
| Admin fee / account holder | $118 | $142-16.5% | $9,703-98.8% | $142-16.8% |