Filed February 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ FINANICAL SOLUTIONS,INC. Service code 28 · EIN 52-1396995 | Investment Management | $22,949 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $6,758 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,867 | $185,342-3.0% | $111,319+61.6% | $86,828+107.2% |
| Participation rate | 93.9% | 81.0%+12.9pp | 77.3%+16.5pp | 72.3%+21.6pp |
| Annual return | 15.30% | 500.80%-485.5pp | 54.68%-39.4pp | 97.95%-82.6pp |
| Employer contribution / active EE | $7,352 | $2,246+227.3% | $2,732+169.1% | $2,406+205.5% |
| Participant deferral / active EE | $9,325 | $4,458+109.1% | $4,488+107.8% | $4,132+125.7% |
| Admin fee / account holder | $44 | $255-82.9% | $7,966-99.5% | $170-74.3% |