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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 | $13,001 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Shareholder s... | $2,771 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
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 | $37,712 | $37,196+1.4% | $154,108-75.5% | $55,725-32.3% |
| Participation rate | 93.8% | 64.1%+29.7pp | 83.0%+10.7pp | 70.9%+22.9pp |
| Annual return | -4.50% | 1319.68%-1324.2pp | 735.21%-739.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $5,217 | $1,614+223.2% | $5,298-1.5% | $2,078+151.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $102-80.1% | $13,411-99.8% | $115-82.4% |