Filed November 26, 2008
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.1+ years Filed as: CHARLES W. CAMMACK Service code 16 · EIN 13-3052851 | Consulting | $58,782 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $18,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,192 | $81,689-63.0% | $57,357-47.4% | $69,651-56.7% |
| Participation rate | 28.1% | 66.0%-37.9pp | 75.1%-47.0pp | 66.6%-38.5pp |
| Annual return | 2.89% | 821.18%-818.3pp | 24.41%-21.5pp | 53.77%-50.9pp |
| Employer contribution / active EE | $0 | $3,891-100.0% | $2,689-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $456 | $3,019-84.9% | $3,162-85.6% | $3,635-87.5% |
| Admin fee / account holder | $21 | $27-22.9% | $3,357-99.4% | $63-66.8% |