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 |
|---|---|---|
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,794 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,565 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $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 | $106,729 | $88,515+20.6% | $162,163-34.2% | $67,579+57.9% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 22.21% | 27.04%-4.8pp | 115.59%-93.4pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,985 | $3,563-16.2% | $5,614-46.8% | $2,148+39.0% |
| Participant deferral / active EE | $6,909 | $5,724+20.7% | $7,298-5.3% | $3,539+95.2% |
| Admin fee / account holder | $30 | $124-75.4% | $10,843-99.7% | $142-78.6% |