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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 36-4001764 | Investment Management | $18,796 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $7,550 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $2,269 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $163,892 | $107,378+52.6% | $108,582+50.9% | $57,658+184.2% |
| Participation rate | 95.4% | 77.1%+18.3pp | 79.6%+15.8pp | 70.2%+25.2pp |
| Annual return | 7.77% | 12.80%-5.0pp | -51.70%+59.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $6,047 | $1,782+239.4% | $3,758+60.9% | $1,974+206.3% |
| Participant deferral / active EE | $5,161 | $3,221+60.3% | $4,311+19.7% | $3,061+68.6% |
| Admin fee / account holder | $42 | $108-61.4% | $7,645-99.5% | $95-55.7% |