Filed March 26, 1997
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $116,623 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $31,250 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,400 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,142 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $170,514 | $89,436+90.7% | $164,813+3.5% | $77,643+119.6% |
| Participation rate | 98.5% | 78.6%+19.9pp | 78.6%+19.9pp | 70.6%+27.9pp |
| Annual return | 13.67% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $8,088 | $2,569+214.9% | $4,341+86.3% | $2,726+196.7% |
| Participant deferral / active EE | $7,913 | $4,897+61.6% | $6,031+31.2% | $4,647+70.3% |
| Admin fee / account holder | $179 | $339-47.3% | $12,690-98.6% | $430-58.5% |