Filed November 8, 2014 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 28 · EIN 42-1445429 | Investment Management | $42,342 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $221 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,494 | $68,413+11.8% | $123,105-37.9% | $55,191+38.6% |
| Participation rate | 99.8% | 84.5%+15.3pp | 86.8%+13.0pp | 69.2%+30.6pp |
| Annual return | 13.93% | 6.30%+7.6pp | 13.22%+0.7pp | 10.78%+3.1pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,302 | $4,490+18.1% | $6,229-14.9% | $3,046+74.1% |
| Admin fee / account holder | $45 | $88-48.7% | $9,014-99.5% | $91-50.4% |