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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP9 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $21,242 |
CHARLES SCHWAB & CO., INC.11+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $2,023 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Custodial... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,798 | $46,464+45.9% | $150,298-54.9% | $79,634-14.9% |
| Participation rate | 99.1% | 57.0%+42.2pp | 77.8%+21.4pp | 62.5%+36.7pp |
| Annual return | 15.98% | 27.89%-11.9pp | 62.79%-46.8pp | 36.46%-20.5pp |
| Employer contribution / active EE | $7,809 | $1,512+416.6% | $4,154+88.0% | $2,529+208.8% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $27 | $891-97.0% | $14,116-99.8% | $1,002-97.4% |