Filed December 9, 2004
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 | $8,779 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $5,109 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,731 | $65,946+151.3% | $81,783+102.6% | $77,671+113.4% |
| Participation rate | 98.1% | 65.8%+32.3pp | 72.4%+25.8pp | 70.6%+27.5pp |
| Annual return | 13.24% | 26.65%-13.4pp | 775.05%-761.8pp | 31.21%-18.0pp |
| Employer contribution / active EE | $9,409 | $2,371+296.8% | $2,913+223.0% | $2,726+245.1% |
| Participant deferral / active EE | $0 | $3,507-100.0% | $4,320-100.0% | $4,648-100.0% |
| Admin fee / account holder | $30 | $527-94.4% | $7,380-99.6% | $430-93.1% |