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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $495,204 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $7,923 |
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 | $108,490 | $156,529-30.7% | $93,621+15.9% | $82,204+32.0% |
| Participation rate | 97.2% | 86.5%+10.6pp | 75.8%+21.3pp | 73.4%+23.8pp |
| Annual return | 12.01% | 20.36%-8.4pp | 32.76%-20.8pp | 26.31%-14.3pp |
| Employer contribution / active EE | $4,622 | $4,800-3.7% | $2,719+70.0% | $2,707+70.7% |
| Participant deferral / active EE | $4,761 | $6,674-28.7% | $4,070+17.0% | $4,246+12.1% |
| Admin fee / account holder | $61 | $65-6.3% | $7,890-99.2% | $76-19.8% |