Filed March 13, 2008
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 | $476,444 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $18,900 |
ZOOK DINON PA7+ years Service code 10 · EIN 22-2746484 | Accounting | $18,300 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 | Accounting | $13,000 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,305 | $104,165-65.1% | $96,139-62.2% | $106,520-65.9% |
| Participation rate | 25.2% | 31.3%-6.0pp | 68.4%-43.2pp | 71.3%-46.1pp |
| Annual return | 16.70% | 25.28%-8.6pp | 191.94%-175.2pp | 19.28%-2.6pp |
| Employer contribution / active EE | $282 | $599-53.0% | $2,797-89.9% | $2,840-90.1% |
| Participant deferral / active EE | $1,016 | $1,572-35.3% | $4,349-76.6% | $4,948-79.5% |
| Admin fee / account holder | $75 | $98-23.7% | $5,537-98.7% | $75+0.3% |