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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 | $9,400 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $2,749 |
CHARLES SCHWAB & CO., INC.6+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 18 | Shareholder servicing fees; Custodial... | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,401 | $52,293-11.3% | $178,503-74.0% | $73,412-36.8% |
| Participation rate | 95.3% | 65.3%+29.9pp | 81.9%+13.3pp | 72.2%+23.1pp |
| Annual return | 14.05% | 34.75%-20.7pp | 151.12%-137.1pp | 59.30%-45.2pp |
| Employer contribution / active EE | $6,252 | $1,736+260.1% | $5,011+24.8% | $2,234+179.9% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $12 | $127-90.3% | $13,987-99.9% | $158-92.2% |