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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $460,958 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $10,932 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $51 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $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 | $105,756 | $106,649-0.8% | $80,022+32.2% | $68,904+53.5% |
| Participation rate | 98.1% | 88.1%+9.9pp | 75.8%+22.3pp | 74.1%+24.0pp |
| Annual return | 0.46% | -0.87%+1.3pp | 11.22%-10.8pp | 1.07%-0.6pp |
| Employer contribution / active EE | $4,559 | $4,132+10.3% | $2,468+84.7% | $2,540+79.5% |
| Participant deferral / active EE | $4,403 | $6,395-31.1% | $3,686+19.5% | $4,015+9.7% |
| Admin fee / account holder | $62 | $58+7.5% | $6,521-99.0% | $71-12.5% |