Filed September 24, 2001
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,293 |
Service code 28 · EIN 80-0655250 | Investment Management | $45,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $16,500 |
US BANK3+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $10,627 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 17.04% | 22.74%-5.7pp | 16.78%+0.3pp | 13.95%+3.1pp |
| Employer contribution / active EE | $24,436 | $16,157+51.2% | $26,328-7.2% | $16,598+47.2% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |