Filed October 18, 2004
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 | $78,465 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $58,723 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $28,948 |
THE MCMILLEN COMPANY PC1 year Filed as: MCMILLEN DOVALI CO PC Service code 10 · EIN 47-0750894 | Accounting | $15,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,217 | $89,465-24.9% | $165,071-59.3% | $77,736-13.5% |
| Participation rate | 95.9% | 78.6%+17.2pp | 78.6%+17.3pp | 70.6%+25.3pp |
| Annual return | 13.62% | 28.86%-15.2pp | 70.17%-56.5pp | 31.26%-17.6pp |
| Employer contribution / active EE | $879 | $2,565-65.7% | $4,347-79.8% | $2,728-67.8% |
| Participant deferral / active EE | $4,624 | $4,904-5.7% | $6,035-23.4% | $4,651-0.6% |
| Admin fee / account holder | $294 | $340-13.4% | $12,695-97.7% | $433-32.1% |