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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,766 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,921 | $120,450+109.1% | $159,436+58.0% | $93,030+170.8% |
| Participation rate | 84.9% | 78.0%+6.9pp | 82.8%+2.0pp | 73.9%+11.0pp |
| Annual return | 18.44% | 27.11%-8.7pp | 263.57%-245.1pp | 158.70%-140.3pp |
| Employer contribution / active EE | $1,425 | $3,526-59.6% | $4,829-70.5% | $2,706-47.3% |
| Participant deferral / active EE | $9,800 | $7,283+34.6% | $7,352+33.3% | $4,562+114.8% |
| Admin fee / account holder | $12 | $137-91.2% | $10,799-99.9% | $152-92.0% |