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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP8 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $16,491 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Investment management fees paid indir... | $2,238 |
CHARLES SCHWAB & CO., INC.10+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,099 | $50,919+18.0% | $155,556-61.4% | $77,762-22.7% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.8pp | 70.6%+26.4pp |
| Annual return | 11.74% | 34.84%-23.1pp | 64.84%-53.1pp | 31.27%-19.5pp |
| Employer contribution / active EE | $7,550 | $1,991+279.1% | $4,675+61.5% | $2,728+176.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $22 | $437-95.0% | $15,885-99.9% | $433-95.0% |