Filed August 29, 2006 (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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $115,088 |
Filed as: OXFORD FINANCIAL ADVISORS Service code 28 · EIN 35-1588335 | Investment Management | $55,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $19,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,318 | $79,519+50.1% | $95,968+24.3% | $73,415+62.5% |
| Participation rate | 93.6% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 11.89% | 19.20%-7.3pp | 91.65%-79.8pp | 59.30%-47.4pp |
| Employer contribution / active EE | $1,938 | $2,048-5.4% | $2,542-23.7% | $2,234-13.2% |
| Participant deferral / active EE | $5,760 | $4,138+39.2% | $4,167+38.2% | $3,806+51.3% |
| Admin fee / account holder | $212 | $184+14.8% | $6,798-96.9% | $158+34.0% |