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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,745 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $40,000 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 28 · EIN 44-0160260 | Investment Management | $9,345 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,803 | $44,626+34.0% | $86,188-30.6% | $80,160-25.4% |
| Participation rate | 88.9% | 63.5%+25.4pp | 69.0%+20.0pp | 72.9%+16.0pp |
| Annual return | 24.65% | 19.61%+5.0pp | 1168.45%-1143.8pp | 40.38%-15.7pp |
| Employer contribution / active EE | $1,369 | $1,099+24.6% | $2,380-42.5% | $2,978-54.0% |
| Participant deferral / active EE | $3,964 | $2,769+43.2% | $3,985-0.5% | $5,017-21.0% |
| Admin fee / account holder | $120 | $133-9.6% | $6,852-98.2% | $145-17.0% |