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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $477,889 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $723 |
CHARLES SCHWAB & CO., INC.5+ 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 | $104,881 | $146,341-28.3% | $98,920+6.0% | $93,223+12.5% |
| Participation rate | 97.0% | 89.3%+7.7pp | 76.0%+21.0pp | 74.9%+22.1pp |
| Annual return | 11.29% | 16.85%-5.6pp | 196.47%-185.2pp | 19.29%-8.0pp |
| Employer contribution / active EE | $2,546 | $4,823-47.2% | $2,689-5.3% | $2,680-5.0% |
| Participant deferral / active EE | $4,865 | $7,126-31.7% | $4,245+14.6% | $4,563+6.6% |
| Admin fee / account holder | $55 | $63-13.1% | $6,643-99.2% | $79-31.1% |