Filed August 5, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $430,834 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $100,089 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $24 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,105 | $2,226,388-94.8% | $91,004+27.6% | $177,276-34.5% |
| Participation rate | 98.7% | 85.1%+13.6pp | 75.6%+23.1pp | 74.8%+23.9pp |
| Annual return | 14.31% | 20.16%-5.8pp | 4.60%+9.7pp | 21.25%-6.9pp |
| Employer contribution / active EE | $4,770 | $4,139+15.2% | $2,456+94.2% | $2,479+92.4% |
| Participant deferral / active EE | $3,903 | $6,423-39.2% | $3,548+10.0% | $3,881+0.6% |
| Admin fee / account holder | $61 | $1,921-96.8% | $5,417-98.9% | $154-60.6% |