Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $10,257 |
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 | $267,491 | $77,677+244.4% | $109,188+145.0% | $79,389+236.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 7.81% | 23.44%-15.6pp | 25.76%-17.9pp | 116.89%-109.1pp |
| Employer contribution / active EE | $21,374 | $2,798+663.8% | $3,723+474.1% | $2,428+780.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $67 | $732-90.9% | $6,755-99.0% | $626-89.4% |