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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $780,634 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 28 · EIN 42-0127290 | Investment Management | $215,469 |
ARGENT TRUST COMPANY9+ years Service code 28 · EIN 62-1437218 | Investment Management | $185,499 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $80,000 |
KUTAK ROCK LLP8 years Service code 29 · EIN 47-0597598 | Legal | $44,572 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $33,961 |
KWMG LLC3 years Service code 26 · EIN 46-4580356 | Advisory (Participants) | $13,941 |
Filed as: AVANTAX PLANNING PARTNERS INC Service code 26 · EIN 42-1447865 | Advisory (Participants) | $7,946 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $6,989 |
MCADAM LLC2 years Service code 26 · EIN 47-1994636 | Advisory (Participants) | $5,712 |
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 | $416,275 | $106,994+289.1% | $135,998+206.1% | $96,393+331.9% |
| Participation rate | 96.6% | 72.5%+24.1pp | 81.9%+14.7pp | 71.3%+25.4pp |
| Annual return | 30.78% | 26.64%+4.1pp | 68.37%-37.6pp | 22.88%+7.9pp |
| Employer contribution / active EE | $2,149 | $3,391-36.6% | $4,860-55.8% | $3,239-33.7% |
| Participant deferral / active EE | $13,164 | $7,968+65.2% | $7,761+69.6% | $5,455+141.3% |
| Admin fee / account holder | $94 | $79+18.9% | $10,769-99.1% | $74+27.3% |