Filed June 15, 2011 (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.
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| Provider | Service type | Compensation |
|---|---|---|
C E S INS AGENCY INC2+ years Service code 53 · EIN 04-2865307 | Insurance Commissions | $39,580 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,768 |
Service code 62 · EIN 94-1737782 | Securities brokerage commissions and ... | $45 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,585 | $43,423+81.0% | $78,676-0.1% | $55,167+42.4% |
| Participation rate | 95.5% | 68.0%+27.5pp | 73.6%+21.9pp | 69.0%+26.5pp |
| Annual return | 7.15% | 11.53%-4.4pp | 62.19%-55.0pp | 169.23%-162.1pp |
| Employer contribution / active EE | $8,069 | $1,997+304.1% | $2,850+183.1% | $1,963+311.1% |
| Participant deferral / active EE | $5,329 | $2,509+112.4% | $3,517+51.5% | $3,054+74.5% |
| Admin fee / account holder | $10 | $416-97.7% | $4,510-99.8% | $504-98.1% |