Filed September 21, 1992
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $163,154 |
TREETOP CONSULTING LLC10+ years Service code 28 · EIN 02-0591309 | Investment Management | $6,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,074 | $85,660+47.2% | $133,346-5.5% | $85,660+47.2% |
| Participation rate | 21.8% | 74.8%-53.1pp | 72.8%-51.1pp | 74.8%-53.1pp |
| Annual return | 6.37% | 19.52%-13.1pp | 36.85%-30.5pp | 19.52%-13.1pp |
| Employer contribution / active EE | $534 | $4,199-87.3% | $2,853-81.3% | $4,199-87.3% |
| Participant deferral / active EE | $1,015 | $3,518-71.2% | $4,332-76.6% | $3,518-71.2% |
| Admin fee / account holder | $126 | $224-43.7% | $14,264-99.1% | $224-43.7% |