Filed April 16, 2009
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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,685 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO Service code 13 · EIN 74-2279754 | Contract Administrator | $31,889 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $29,912 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $26,830 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,357 | $75,760+4.7% | $123,105-35.5% | $59,188+34.1% |
| Participation rate | 72.7% | 86.0%-13.3pp | 86.8%-14.0pp | 69.4%+3.3pp |
| Annual return | 1.70% | 2.93%-1.2pp | 13.22%-11.5pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,964 | $3,415-42.5% | $5,151-61.9% | $2,098-6.4% |
| Participant deferral / active EE | $5,573 | $5,000+11.4% | $6,229-10.5% | $3,265+70.7% |
| Admin fee / account holder | $48 | $61-20.5% | $9,014-99.5% | $92-47.6% |