Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $10,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,189 | $90,170+240.7% | $150,734+103.8% | $69,733+340.5% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 7.85% | 16.56%-8.7pp | 600.81%-593.0pp | 15.22%-7.4pp |
| Employer contribution / active EE | $18,261 | $3,428+432.7% | $4,918+271.3% | $2,250+711.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $70 | $4,600-98.5% | $14,905-99.5% | $3,102-97.7% |