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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $148,116 |
DIMEO SCHNEIDER & ASSOCIATES LLC5+ years Service code 28 · EIN 36-4001764 | Investment Management | $59,269 |
BKD, LLP4 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,208 |
LMCG INVESTMENTS LLC3 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $5,559 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $2,554 |
CHARLES SCHWAB & CO., INC.5+ 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 | $107,104 | $101,523+5.5% | $141,200-24.1% | $77,775+37.7% |
| Participation rate | 96.8% | 77.4%+19.4pp | 82.5%+14.3pp | 73.2%+23.6pp |
| Annual return | 25.28% | 56.22%-30.9pp | 71.41%-46.1pp | 32.58%-7.3pp |
| Employer contribution / active EE | $2,894 | $3,341-13.4% | $4,736-38.9% | $2,504+15.6% |
| Participant deferral / active EE | $9,442 | $6,434+46.8% | $6,710+40.7% | $3,966+138.1% |
| Admin fee / account holder | $100 | $92+9.2% | $10,265-99.0% | $100-0.1% |