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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,034,432 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 28 · EIN 42-0127290 | Investment Management | $206,853 |
ARGENT TRUST COMPANY5+ years Service code 28 · EIN 62-1437218 | Investment Management | $184,299 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 28 · EIN 20-8874282 | Investment Management | $80,000 |
KUTAK ROCK LLP4 years Service code 28 · EIN 47-0597598 | Investment Management | $38,066 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $28,500 |
Service code 26 · EIN 91-1925976 | Advisory (Participants) | $9,775 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $8,138 |
VESTORY LLC1 year Service code 26 · EIN 27-1081911 | Advisory (Participants) | $5,533 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,891 | $95,048+185.0% | $141,200+91.8% | $82,204+229.5% |
| Participation rate | 97.1% | 73.7%+23.4pp | 82.5%+14.6pp | 73.4%+23.7pp |
| Annual return | 28.00% | 26.89%+1.1pp | 71.41%-43.4pp | 26.31%+1.7pp |
| Employer contribution / active EE | $1,994 | $2,921-31.7% | $4,736-57.9% | $2,707-26.4% |
| Participant deferral / active EE | $11,027 | $5,907+86.7% | $6,710+64.3% | $4,246+159.7% |
| Admin fee / account holder | $128 | $78+65.4% | $10,265-98.7% | $76+69.9% |