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 | $80,674+280.8% | $119,126+157.9% | $64,340+377.4% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 7.85% | 26.86%-19.0pp | 282.11%-274.3pp | 24.14%-16.3pp |
| Employer contribution / active EE | $18,261 | $2,564+612.2% | $4,034+352.7% | $1,862+880.9% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $70 | $4,559-98.5% | $10,693-99.3% | $3,703-98.1% |