Filed November 22, 2008 (most recent of 4 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $806,036 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 28 · EIN 42-0127290 | Investment Management | $194,735 |
ARGENT TRUST COMPANY4+ years Service code 28 · EIN 62-1437218 | Investment Management | $100,032 |
KUTAK ROCK LLP3 years Service code 28 · EIN 47-0597598 | Investment Management | $28,094 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 28 · EIN 20-8874282 | Investment Management | $20,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $12,056 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $15 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL 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 | $226,130 | $83,812+169.8% | $123,553+83.0% | $68,904+228.2% |
| Participation rate | 96.7% | 77.0%+19.7pp | 82.3%+14.4pp | 74.1%+22.6pp |
| Annual return | 9.58% | 0.60%+9.0pp | 119.21%-109.6pp | 1.07%+8.5pp |
| Employer contribution / active EE | $1,863 | $2,924-36.3% | $4,628-59.7% | $2,540-26.7% |
| Participant deferral / active EE | $10,450 | $5,609+86.3% | $6,426+62.6% | $4,015+160.2% |
| Admin fee / account holder | $113 | $65+73.8% | $9,284-98.8% | $71+58.2% |