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 |
|---|---|---|
CALLAN ASSOCIATES3 years Filed as: CALLAN, LLC Service code 28 · EIN 94-2192581 | Investment Management | $179,079 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $13,984 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $7,150 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $447,401 | $118,337+278.1% | $189,534+136.1% | $93,010+381.0% |
| Participation rate | 98.3% | 89.1%+9.2pp | 87.8%+10.5pp | 73.9%+24.4pp |
| Annual return | 15.79% | 21.77%-6.0pp | 555.39%-539.6pp | 158.70%-142.9pp |
| Employer contribution / active EE | $13,544 | $4,204+222.1% | $6,162+119.8% | $2,705+400.6% |
| Participant deferral / active EE | $20,040 | $7,123+181.3% | $8,220+143.8% | $4,561+339.4% |
| Admin fee / account holder | $105 | $100+5.7% | $12,049-99.1% | $152-30.5% |