Filed January 18, 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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNER AMPER WEALTH MANAGEMENT Service code 10 · EIN 22-3655451 | Accounting | $20,475 |
Filed as: FRANCIS W. PALMIERI, PC Service code 29 · EIN 22-3243326 | Legal | $6,545 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,608 | $85,199-32.4% | $57,196+0.7% | $63,975-10.0% |
| Participation rate | 45.7% | 74.0%-28.4pp | 75.3%-29.7pp | 71.1%-25.5pp |
| Annual return | 6.03% | 10.43%-4.4pp | 14.59%-8.6pp | 48.65%-42.6pp |
| Employer contribution / active EE | $736 | $3,446-78.6% | $2,683-72.6% | $2,182-66.3% |
| Participant deferral / active EE | $2,223 | $3,109-28.5% | $3,096-28.2% | $3,356-33.8% |
| Admin fee / account holder | $31 | $39-20.2% | $3,141-99.0% | $70-56.2% |