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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $528,932 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,126 |
CHARLES SCHWAB & CO., INC.6+ 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 | $102,656 | $153,507-33.1% | $106,554-3.7% | $101,555+1.1% |
| Participation rate | 97.8% | 86.3%+11.4pp | 76.1%+21.6pp | 74.5%+23.2pp |
| Annual return | 13.02% | 15.11%-2.1pp | 26.80%-13.8pp | 21.00%-8.0pp |
| Employer contribution / active EE | $2,405 | $4,668-48.5% | $2,819-14.7% | $2,972-19.1% |
| Participant deferral / active EE | $5,596 | $7,264-23.0% | $4,398+27.2% | $4,874+14.8% |
| Admin fee / account holder | $53 | $74-27.7% | $7,408-99.3% | $139-61.8% |