Filed June 14, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $188,877 |
CURCIO WEBB9+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $49,706 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $33,075 |
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 | $196,545 | $104,631+87.8% | $98,462+99.6% | $80,187+145.1% |
| Participation rate | 97.0% | 87.5%+9.5pp | 75.2%+21.8pp | 72.9%+24.1pp |
| Annual return | 19.35% | 34.72%-15.4pp | 21.20%-1.9pp | 40.40%-21.1pp |
| Employer contribution / active EE | $10,002 | $4,517+121.4% | $3,049+228.1% | $2,980+235.7% |
| Participant deferral / active EE | $11,615 | $6,545+77.5% | $4,738+145.1% | $5,016+131.5% |
| Admin fee / account holder | $121 | $105+15.0% | $8,875-98.6% | $145-16.9% |