Filed November 20, 2003
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 | $376,184 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,384 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $57,493 | $50,127+14.7% | $149,673-61.6% | $80,160-28.3% |
| Participation rate | 95.2% | 64.3%+30.9pp | 78.8%+16.4pp | 72.9%+22.2pp |
| Annual return | 21.37% | 29.82%-8.4pp | 134.42%-113.0pp | 40.38%-19.0pp |
| Employer contribution / active EE | $4,480 | $1,865+140.3% | $4,818-7.0% | $2,978+50.4% |
| Participant deferral / active EE | $5,200 | $3,194+62.8% | $5,680-8.5% | $5,017+3.6% |
| Admin fee / account holder | $74 | $153-51.3% | $13,210-99.4% | $145-48.8% |