Filed March 3, 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $155,709 |
INVESCO2 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $61,551 |
AFS ADVISORS, LLC5 years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $45,000 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,005 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $1,289 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $100,140 | $143,525-30.2% | $379,746-73.6% | $90,274+10.9% |
| Participation rate | 91.4% | 82.9%+8.5pp | 78.4%+13.0pp | 73.4%+18.1pp |
| Annual return | 13.72% | 18.97%-5.2pp | 34.90%-21.2pp | 53.97%-40.3pp |
| Employer contribution / active EE | $1,721 | $3,201-46.2% | $3,540-51.4% | $2,523-31.8% |
| Participant deferral / active EE | $5,170 | $5,231-1.2% | $6,024-14.2% | $4,231+22.2% |
| Admin fee / account holder | $148 | $100+47.4% | $7,927-98.1% | $114+29.7% |