Filed May 21, 1993
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 | Recordkeeping | $49,897 |
ALLIANCE BENEFIT GROUP4+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $21,941 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $7,089 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,423 | $57,384+24.5% | $106,387-32.9% | $56,287+26.9% |
| Participation rate | 74.7% | 71.3%+3.4pp | 77.5%-2.7pp | 69.9%+4.9pp |
| Annual return | 2.44% | 5.91%-3.5pp | 0.25%+2.2pp | -9.96%+12.4pp |
| Employer contribution / active EE | $41 | $2,348-98.2% | $3,520-98.8% | $2,111-98.0% |
| Participant deferral / active EE | $4,177 | $3,799+10.0% | $5,421-22.9% | $3,350+24.7% |
| Admin fee / account holder | $110 | $566-80.5% | $7,510-98.5% | $521-78.8% |