Filed February 15, 2011
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA1+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $65,532 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $9,724 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,311 | $39,458-10.5% | $60,547-41.7% | $55,191-36.0% |
| Participation rate | 97.3% | 59.6%+37.7pp | 68.0%+29.3pp | 69.2%+28.1pp |
| Annual return | 0.06% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,373 | $1,210+13.5% | $2,419-43.2% | $1,899-27.7% |
| Participant deferral / active EE | $2,470 | $2,140+15.4% | $3,328-25.8% | $3,046-18.9% |
| Admin fee / account holder | $48 | $95-49.7% | $4,536-98.9% | $91-47.2% |