Filed February 11, 2011 (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.10+ years Filed as: CHARLES SCHWAB BANK Service code 15 211 MAIN ST · SAN FRANCISCO, CA 941051965 | Recordkeeping | $263,256 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $193,906 |
AON CONSULTING9 years Service code 11 · EIN 22-2232264 | Actuarial | $46,479 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 12.13% | 10.52%+1.6pp | 3.87%+8.3pp | 10.52%+1.6pp |
| Employer contribution / active EE | $3,755 | $15,140-75.2% | $28,590-86.9% | $15,140-75.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $13-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |