Filed January 6, 2006
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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $196,986 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $30,000 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 29 · EIN 44-0160260 | Legal | $17,204 |
FORVIS, LLP1 year Service code 28 · EIN 44-0160260 | Investment Management | $9,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,231 | $48,744+31.8% | $93,727-31.5% | $200,096-67.9% |
| Participation rate | 97.6% | 63.7%+33.9pp | 68.7%+28.8pp | 72.0%+25.5pp |
| Annual return | 16.98% | 15.36%+1.6pp | 133.83%-116.9pp | 34.26%-17.3pp |
| Employer contribution / active EE | $888 | $1,140-22.1% | $2,421-63.3% | $3,038-70.8% |
| Participant deferral / active EE | $4,532 | $2,825+60.4% | $4,417+2.6% | $5,090-11.0% |
| Admin fee / account holder | $126 | $195-35.6% | $8,292-98.5% | $269-53.3% |