Filed October 15, 2008 (most recent of 3 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,513 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Service code 28 · EIN 36-4001764 | Investment Management | $37,597 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,116 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $3,007 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,365 | $85,635-1.5% | $123,894-31.9% | $63,975+31.9% |
| Participation rate | 95.6% | 74.9%+20.7pp | 81.4%+14.2pp | 71.1%+24.5pp |
| Annual return | 7.59% | 15.74%-8.2pp | 47.52%-39.9pp | 48.65%-41.1pp |
| Employer contribution / active EE | $2,694 | $3,076-12.4% | $4,617-41.7% | $2,182+23.5% |
| Participant deferral / active EE | $8,522 | $5,667+50.4% | $5,984+42.4% | $3,356+153.9% |
| Admin fee / account holder | $72 | $75-3.2% | $8,357-99.1% | $70+2.9% |