Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $8,811 |
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 | $265,317 | $69,383+282.4% | $101,275+162.0% | $73,497+261.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 6.53% | 18.46%-11.9pp | 46.48%-40.0pp | 28.51%-22.0pp |
| Employer contribution / active EE | $22,320 | $2,628+749.2% | $3,660+509.8% | $2,270+883.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $59 | $704-91.7% | $5,948-99.0% | $513-88.6% |