Filed January 10, 2006
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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,888 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $37,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,026 | $73,404+58.1% | $87,104+33.2% | $67,579+71.7% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.9%+19.3pp | 71.3%+24.9pp |
| Annual return | 17.47% | 48.29%-30.8pp | 28.19%-10.7pp | 378.56%-361.1pp |
| Employer contribution / active EE | $6,391 | $2,014+217.3% | $2,521+153.5% | $2,148+197.5% |
| Participant deferral / active EE | $3,564 | $3,913-8.9% | $4,048-12.0% | $3,539+0.7% |
| Admin fee / account holder | $181 | $142+28.1% | $7,491-97.6% | $142+27.5% |