Filed February 25, 2003 (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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $103,252 |
Filed as: KESTRA FINANCIAL INC Service code 28 · EIN 47-1566880 | Investment Management | $50,000 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $389 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,981 | $72,303+45.2% | $86,698+21.1% | $64,824+61.9% |
| Participation rate | 98.2% | 80.4%+17.7pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | -17.99% | 392.77%-410.8pp | 35.96%-54.0pp | 32.84%-50.8pp |
| Employer contribution / active EE | $3,646 | $2,393+52.4% | $2,837+28.5% | $2,507+45.4% |
| Participant deferral / active EE | $6,961 | $4,660+49.4% | $4,656+49.5% | $4,311+61.5% |
| Admin fee / account holder | $142 | $174-18.5% | $7,492-98.1% | $188-24.6% |