Filed February 26, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,791 |
COHNREZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $23,400 |
HUNTER BENEFITS CONSULTING GROUP2+ years Filed as: HUNTER CAPITAL ADVISORS INC Service code 28 · EIN 20-3041707 | Investment Management | $20,500 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $77 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,455 | $85,635+16.1% | $123,894-19.7% | $63,975+55.5% |
| Participation rate | 94.3% | 74.9%+19.4pp | 81.4%+12.9pp | 71.1%+23.2pp |
| Annual return | 41.01% | 15.74%+25.3pp | 47.52%-6.5pp | 48.65%-7.6pp |
| Employer contribution / active EE | $2,667 | $3,076-13.3% | $4,617-42.2% | $2,182+22.2% |
| Participant deferral / active EE | $9,047 | $5,667+59.7% | $5,984+51.2% | $3,356+169.5% |
| Admin fee / account holder | $15 | $75-80.0% | $8,357-99.8% | $70-78.7% |