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 | $48,582 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,524 | $105,190-73.8% | $98,920-72.2% | $90,274-69.5% |
| Participation rate | 83.5% | 86.4%-2.9pp | 76.0%+7.5pp | 73.4%+10.1pp |
| Annual return | 25.28% | 18.52%+6.8pp | 196.47%-171.2pp | 53.97%-28.7pp |
| Employer contribution / active EE | $764 | $3,831-80.1% | $2,689-71.6% | $2,523-69.7% |
| Participant deferral / active EE | $2,969 | $5,616-47.1% | $4,245-30.1% | $4,231-29.8% |
| Admin fee / account holder | $49 | $97-50.0% | $6,643-99.3% | $114-57.3% |