Filed May 7, 2015 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $72,074 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $25,806 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $12,805 |
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 | $143,438 | $122,585+17.0% | $184,256-22.2% | $200,096-28.3% |
| Participation rate | 99.1% | 86.9%+12.2pp | 86.8%+12.3pp | 72.0%+27.1pp |
| Annual return | 15.84% | 144.12%-128.3pp | 28.85%-13.0pp | 34.26%-18.4pp |
| Employer contribution / active EE | $3,464 | $4,571-24.2% | $6,427-46.1% | $3,038+14.0% |
| Participant deferral / active EE | $6,741 | $7,972-15.4% | $9,133-26.2% | $5,090+32.4% |
| Admin fee / account holder | $10 | $120-91.6% | $13,899-99.9% | $269-96.2% |