Filed January 18, 2005
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $85,273 |
RIVER AND MERCANTILE LLC3 years Service code 28 · EIN 04-3513306 | Investment Management | $75,000 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 49 · EIN 13-2638166 | Other Services | $48,426 |
MARCUM LLP1 year Service code 28 · EIN 11-1986323 | Investment Management | $19,980 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 11.99% | 10.61%+1.4pp | 9.52%+2.5pp | 627.08%-615.1pp |
| Employer contribution / active EE | $61,789 | $21,392+188.8% | $41,951+47.3% | $18,824+228.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |