Filed July 6, 2007 (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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $56,700 |
FLEXIBLE PLAN INVESTMENTS LTD1+ years Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 33 · EIN 38-2340348 | Securities brokerage; Securities brok... | $10,326 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENTS LLC Service code 33 · EIN 32-0070947 | Securities brokerage; Securities brok... | $6,030 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $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 | $98,595 | $93,756+5.2% | $133,975-26.4% | $329,111-70.0% |
| Participation rate | 88.2% | 89.7%-1.5pp | 87.1%+1.2pp | 67.9%+20.4pp |
| Annual return | 8.01% | 20.33%-12.3pp | 29.29%-21.3pp | 16.35%-8.3pp |
| Employer contribution / active EE | $2,196 | $3,619-39.3% | $5,211-57.9% | $2,303-4.7% |
| Participant deferral / active EE | $5,665 | $5,685-0.4% | $6,282-9.8% | $3,682+53.9% |
| Admin fee / account holder | $1 | $90-99.1% | $9,324-100.0% | $754-99.9% |