Filed February 2, 2005
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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $175,983 |
CARLSON CAPITAL MANAGEMENT4 years Filed as: CARLSON CAPITAL MANAGEMENT LLC Service code 26 · EIN 47-2510641 | Advisory (Participants) | $11,166 |
Service code 26 · EIN 41-1569172 | Advisory (Participants) | $6,223 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,175 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,555 | $122,585+107.7% | $184,256+38.2% | $200,096+27.2% |
| Participation rate | 98.7% | 86.9%+11.7pp | 86.8%+11.8pp | 72.0%+26.6pp |
| Annual return | 17.58% | 144.12%-126.5pp | 28.85%-11.3pp | 34.26%-16.7pp |
| Employer contribution / active EE | $7,779 | $4,571+70.2% | $6,427+21.0% | $3,038+156.1% |
| Participant deferral / active EE | $21,096 | $7,972+164.6% | $9,133+131.0% | $5,090+314.5% |
| Admin fee / account holder | $56 | $120-53.7% | $13,899-99.6% | $269-79.3% |