Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $10,241 |
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 | $270,898 | $64,176+322.1% | $112,263+141.3% | $66,949+304.6% |
| Participation rate | 99.2% | 68.4%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | 3.64% | -13.80%+17.4pp | 27.49%-23.8pp | 1.57%+2.1pp |
| Employer contribution / active EE | $23,387 | $3,007+677.8% | $3,636+543.2% | $2,545+818.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $64 | $626-89.7% | $6,410-99.0% | $594-89.1% |