Filed November 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $9,601 |
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 | $299,194 | $80,763+270.5% | $102,412+192.1% | $74,459+301.8% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+31.9pp |
| Annual return | 5.28% | 27.57%-22.3pp | 24.94%-19.7pp | 1369.70%-1364.4pp |
| Employer contribution / active EE | $16,807 | $3,160+431.9% | $3,870+334.3% | $2,626+540.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $65 | $2,371-97.2% | $8,388-99.2% | $1,945-96.6% |