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 |
|---|---|---|
Service code 28 · EIN 82-3762916 1111 CHAPALA ST · SANTA BARBARA, CA 93101 | Investment Management | $11,326 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 53 · EIN 94-1737782 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Insurance Commissions | $105 |
MINNESOTA LIFE INSURANCE COMPANY7+ years Filed as: MINNESOTA LIFE Service code 51 · EIN 41-0417830 400 ROBERT STREET NORTH · ST PAUL, MN 551012098 | Investment Mgmt Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,174 | $61,172+251.8% | $185,851+15.8% | $79,389+171.0% |
| Participation rate | 88.3% | 66.6%+21.7pp | 81.7%+6.6pp | 70.7%+17.6pp |
| Annual return | 14.54% | 19.45%-4.9pp | 122.11%-107.6pp | 116.89%-102.3pp |
| Employer contribution / active EE | $3,277 | $2,321+41.2% | $5,168-36.6% | $2,428+35.0% |
| Participant deferral / active EE | $6,647 | $2,788+138.4% | $5,569+19.4% | $4,046+64.3% |
| Admin fee / account holder | $258 | $710-63.6% | $16,245-98.4% | $626-58.8% |