Filed July 18, 2006
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: ABG RETIREMENT PLAN SERVICES Service code 27 · EIN 37-0899315 | Advisory (Plan) | $42,132 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $28,883 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,034 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,824 | $91,372-5.0% | $129,995-33.2% | $74,419+16.7% |
| Participation rate | 43.8% | 77.8%-34.0pp | 78.5%-34.7pp | 70.7%-27.0pp |
| Annual return | 15.71% | 23.21%-7.5pp | -137.18%+152.9pp | 34.38%-18.7pp |
| Employer contribution / active EE | $866 | $2,563-66.2% | $4,320-80.0% | $2,637-67.2% |
| Participant deferral / active EE | $1,698 | $4,721-64.0% | $5,820-70.8% | $4,528-62.5% |
| Admin fee / account holder | $269 | $283-5.1% | $10,614-97.5% | $348-22.7% |