Filed September 30, 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.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $41,790 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $31,500 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN SPONSOR ADVISORS LLC Service code 28 · EIN 20-1079566 | Investment Management | $7,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,765 | $75,760+242.9% | $123,105+111.0% | $59,188+338.9% |
| Participation rate | 97.8% | 86.0%+11.8pp | 86.8%+11.0pp | 69.4%+28.4pp |
| Annual return | 1.12% | 2.93%-1.8pp | 13.22%-12.1pp | 5.51%-4.4pp |
| Employer contribution / active EE | $7,929 | $3,415+132.1% | $5,151+53.9% | $2,098+277.9% |
| Participant deferral / active EE | $15,018 | $5,000+200.3% | $6,229+141.1% | $3,265+360.0% |
| Admin fee / account holder | $24 | $61-60.0% | $9,014-99.7% | $92-73.6% |