Filed February 28, 2006 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $52,260 |
NFP RETIREMENT INC2+ years Service code 28 · EIN 33-0905143 | Investment Management | $30,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $9,816 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 34-1479833 | Directed Trustee | $27 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,995 | $82,279+31.3% | $78,002+38.5% | $63,975+68.8% |
| Participation rate | 98.0% | 84.7%+13.3pp | 75.5%+22.5pp | 71.1%+26.9pp |
| Annual return | 8.53% | 11.20%-2.7pp | 425.99%-417.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $3,393 | $3,297+2.9% | $2,470+37.4% | $2,182+55.5% |
| Participant deferral / active EE | $5,968 | $4,538+31.5% | $3,497+70.7% | $3,356+77.8% |
| Admin fee / account holder | $47 | $81-42.8% | $5,481-99.2% | $70-33.9% |