Filed October 18, 2004 (most recent of 2 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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $154,999 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $20,265 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 29 · EIN 94-1347393 | Legal | $6,328 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $455 |
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 | $149,365 | $148,970+0.3% | $133,698+11.7% | $200,096-25.4% |
| Participation rate | 96.9% | 79.4%+17.5pp | 76.4%+20.5pp | 72.0%+24.9pp |
| Annual return | 18.49% | 27.07%-8.6pp | 580.90%-562.4pp | 34.26%-15.8pp |
| Employer contribution / active EE | $6,533 | $3,561+83.4% | $4,218+54.9% | $3,038+115.1% |
| Participant deferral / active EE | $10,667 | $6,140+73.7% | $7,016+52.0% | $5,090+109.6% |
| Admin fee / account holder | $142 | $144-1.3% | $6,703-97.9% | $269-47.3% |