Filed December 28, 1998 (most recent of 3 filings on file)
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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 14 · EIN 34-1479833 | Plan Administrator | $861,372 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $79,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 15 · EIN 94-1737782 | Recordkeeping | $24,817 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER WOLFF & DONNELLY Service code 29 · EIN 41-0677208 | Legal | $9,842 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,165 | $120,005-44.0% | $68,509-2.0% | $67,505-0.5% |
| Participation rate | 94.9% | 87.9%+6.9pp | 74.7%+20.2pp | 71.2%+23.7pp |
| Annual return | 2.09% | 2.25%-0.2pp | 8.27%-6.2pp | 6.52%-4.4pp |
| Employer contribution / active EE | $1,583 | $4,267-62.9% | $2,278-30.5% | $2,173-27.1% |
| Participant deferral / active EE | $2,853 | $6,452-55.8% | $3,382-15.7% | $3,597-20.7% |
| Admin fee / account holder | $95 | $71+32.9% | $5,275-98.2% | $56+68.7% |