Filed January 5, 2009 (most recent of 3 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 |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $72,000 |
PAIK, DAVID J2+ years Service code 29 · EIN 46-2465521 | Legal | $35,429 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,328 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,466 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $120,324 | $63,905+88.3% | $74,184+62.2% | $57,658+108.7% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.6%+5.9pp | 70.2%+12.3pp |
| Annual return | 7.15% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,663 | $1,840+99.0% | $2,370+54.5% | $1,974+85.6% |
| Participant deferral / active EE | $6,893 | $3,448+99.9% | $3,550+94.2% | $3,061+125.2% |
| Admin fee / account holder | $124 | $91+35.7% | $5,586-97.8% | $95+30.7% |