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 | $100,168 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $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 | $18,550 | $114,195-83.8% | $106,554-82.6% | $93,010-80.1% |
| Participation rate | 93.6% | 86.4%+7.2pp | 76.1%+17.5pp | 73.9%+19.7pp |
| Annual return | 38.03% | 22.18%+15.9pp | 26.80%+11.2pp | 158.70%-120.7pp |
| Employer contribution / active EE | $992 | $4,009-75.3% | $2,819-64.8% | $2,705-63.3% |
| Participant deferral / active EE | $3,104 | $5,908-47.5% | $4,398-29.4% | $4,561-31.9% |
| Admin fee / account holder | $44 | $105-57.7% | $7,408-99.4% | $152-70.8% |