Filed March 24, 2005 (most recent of 4 filings on file)
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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,931 |
GARDE CAPITAL4 years Filed as: GARDE CAPITAL INC. Service code 26 · EIN 27-0321092 | Advisory (Participants) | $21,570 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,168 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,358 | $82,093+230.6% | $379,746-28.5% | $73,415+269.6% |
| Participation rate | 88.2% | 76.8%+11.4pp | 78.4%+9.8pp | 72.2%+16.0pp |
| Annual return | -10.96% | 18.89%-29.8pp | 34.90%-45.9pp | 59.30%-70.3pp |
| Employer contribution / active EE | $11,343 | $2,847+298.5% | $3,540+220.4% | $2,234+407.8% |
| Participant deferral / active EE | $13,238 | $4,697+181.8% | $6,024+119.7% | $3,806+247.8% |
| Admin fee / account holder | $102 | $128-20.1% | $7,927-98.7% | $158-35.4% |