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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $59,026 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 26 · EIN 06-1397347 | Advisory (Participants) | $30,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Investment management ... | $10,740 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Custodial (other than ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,543 | $82,783-61.9% | $133,971-76.5% | $90,274-65.1% |
| Participation rate | 59.1% | 81.3%-22.2pp | 79.8%-20.7pp | 73.4%-14.2pp |
| Annual return | 17.66% | 21.89%-4.2pp | 45.09%-27.4pp | 53.97%-36.3pp |
| Employer contribution / active EE | $1,086 | $2,388-54.5% | $3,919-72.3% | $2,523-57.0% |
| Participant deferral / active EE | $2,148 | $4,291-49.9% | $5,047-57.4% | $4,231-49.2% |
| Admin fee / account holder | $95 | $93+2.7% | $8,929-98.9% | $114-16.4% |