Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $6,064 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,851 | $52,884+147.4% | $84,753+54.4% | $55,167+137.2% |
| Participation rate | 99.0% | 67.5%+31.5pp | 76.6%+22.4pp | 69.0%+30.0pp |
| Annual return | 10.04% | 18.03%-8.0pp | 22.78%-12.7pp | 169.23%-159.2pp |
| Employer contribution / active EE | $11,000 | $2,233+392.5% | $3,574+207.7% | $1,963+460.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $47 | $581-92.0% | $5,333-99.1% | $504-90.7% |