Filed October 11, 2001 (most recent of 2 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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $144,912 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 20 · EIN 04-3200030 | Trustee (individual); Investment mana... | $33,924 |
GOODWIN PROCTER LLP1 year Service code 29 · EIN 04-1378465 | Legal | $30,315 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $15,250 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 23.74% | 18.13%+5.6pp | 14.64%+9.1pp | 16.32%+7.4pp |
| Employer contribution / active EE | $0 | $23,138-100.0% | $41,831-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |