Filed March 10, 2010
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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 25 · EIN 34-1479833 | Directed Trustee | $18,323 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,109 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,749 | $68,413+10.7% | $123,104-38.5% | $55,191+37.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -0.46% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,733 | $3,050-43.2% | $5,151-66.4% | $1,899-8.7% |
| Participant deferral / active EE | $5,635 | $4,490+25.5% | $6,230-9.5% | $3,046+85.0% |
| Admin fee / account holder | $6 | $88-92.8% | $9,015-99.9% | $91-93.0% |