Filed February 28, 2006
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.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,685 | $75,388+536.3% | $123,553+288.2% | $55,727+760.8% |
| Participation rate | 91.6% | 75.7%+15.9pp | 82.3%+9.3pp | 70.9%+20.7pp |
| Annual return | -5.78% | 4.48%-10.3pp | 119.21%-125.0pp | 244.94%-250.7pp |
| Employer contribution / active EE | $27,176 | $3,063+787.2% | $4,628+487.2% | $2,078+1207.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |