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 | $132,705 |
CHARLES SCHWAB & CO., INC.5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,464 | $136,266-87.2% | $90,767-80.8% | $77,906-77.6% |
| Participation rate | 94.3% | 86.6%+7.6pp | 75.7%+18.6pp | 73.7%+20.6pp |
| Annual return | -9.63% | -11.32%+1.7pp | -12.16%+2.5pp | 12.16%-21.8pp |
| Employer contribution / active EE | $1,055 | $4,215-75.0% | $2,922-63.9% | $2,846-62.9% |
| Participant deferral / active EE | $3,667 | $6,353-42.3% | $4,565-19.7% | $4,805-23.7% |
| Admin fee / account holder | $49 | $399-87.6% | $8,445-99.4% | $133-62.8% |