Filed November 9, 2005
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.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 53 · EIN 94-1737782 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Insurance Commissions | $0 |
MINNESOTA LIFE INSURANCE COMPANY10+ years Filed as: MINNESOTA LIFE Service code 15 · EIN 41-0417830 400 ROBERT STREET NORTH · ST PAUL, MN 551012098 | Recordkeeping | $0 |
MISSION WEALTH MANAGEMENT LP4 years Service code 28 · EIN 82-3762916 1111 CHAPALA ST · SANTA BARBARA, CA 93101 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,707 | $55,470+333.9% | $155,556+54.7% | $74,478+223.2% |
| Participation rate | 60.3% | 61.9%-1.6pp | 78.2%-17.9pp | 67.2%-6.9pp |
| Annual return | 17.38% | 269.80%-252.4pp | 64.84%-47.5pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $2,790 | $2,267+23.1% | $4,675-40.3% | $2,626+6.3% |
| Participant deferral / active EE | $5,960 | $2,838+110.0% | $5,631+5.8% | $4,350+37.0% |
| Admin fee / account holder | $261 | $1,744-85.0% | $15,885-98.4% | $1,946-86.6% |