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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Recordkeeping | $16,400 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Investmen... | $2,455 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,579 | $46,332+0.5% | $143,799-67.6% | $64,819-28.1% |
| Participation rate | 95.3% | 64.2%+31.1pp | 80.3%+15.0pp | 71.5%+23.8pp |
| Annual return | -14.85% | -10.05%-4.8pp | -0.04%-14.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $7,525 | $1,911+293.8% | $4,952+52.0% | $2,507+200.2% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $22 | $154-85.9% | $14,677-99.9% | $188-88.4% |