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 | $30,950 |
Employer contribution per participant 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 | $36,187 | $74,347-51.3% | $93,621-61.3% | $67,584-46.5% |
| Participation rate | 95.1% | 80.6%+14.5pp | 75.8%+19.3pp | 71.3%+23.8pp |
| Annual return | 19.70% | 28.07%-8.4pp | 32.76%-13.1pp | 378.59%-358.9pp |
| Employer contribution / active EE | $652 | $2,583-74.8% | $2,719-76.0% | $2,148-69.6% |
| Participant deferral / active EE | $3,939 | $4,060-3.0% | $4,070-3.2% | $3,540+11.3% |
| Admin fee / account holder | $49 | $123-60.0% | $7,890-99.4% | $142-65.5% |