Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $6,166 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,434 | $58,726+193.6% | $92,240+86.9% | $62,293+176.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 36.99% | 43.62%-6.6pp | 176.29%-139.3pp | 28.90%+8.1pp |
| Employer contribution / active EE | $16,994 | $2,392+610.5% | $3,680+361.8% | $2,042+732.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $44 | $556-92.0% | $5,194-99.1% | $479-90.7% |