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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $267,159 |
WEALTHSPIRE ADVISORS LLC3 years Service code 26 · EIN 13-3831584 | Advisory (Participants) | $37,440 |
BDO USA, LLP8 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $22,464 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $11,103 |
LMCG INVESTMENTS LLC3 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $8,068 |
Filed as: AMI ASSET MANAGEMENT CORP Service code 26 · EIN 95-4446454 | Advisory (Participants) | $7,345 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,940 | $129,756+3.2% | $170,055-21.2% | $103,657+29.2% |
| Participation rate | 77.5% | 91.3%-13.8pp | 87.0%-9.6pp | 73.4%+4.1pp |
| Annual return | 20.80% | 20.17%+0.6pp | 53.43%-32.6pp | 33.13%-12.3pp |
| Employer contribution / active EE | $2,922 | $5,236-44.2% | $6,790-57.0% | $3,216-9.1% |
| Participant deferral / active EE | $9,054 | $8,283+9.3% | $10,410-13.0% | $5,218+73.5% |
| Admin fee / account holder | $60 | $73-17.7% | $12,828-99.5% | $114-47.4% |