Filed March 6, 2005 (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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,823 |
MERCER3 years Service code 28 · EIN 30-0282430 | Investment Management | $38,304 |
PBMARES, LLP1 year Service code 28 · EIN 54-0737372 | Investment Management | $18,000 |
MERCER1 year Filed as: MERCER(US)INC Service code 28 · EIN 13-2834414 | Investment Management | $12,768 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,958 | $72,482+55.8% | $129,118-12.5% | $64,829+74.2% |
| Participation rate | 99.2% | 79.2%+20.0pp | 77.2%+22.0pp | 71.5%+27.8pp |
| Annual return | -18.03% | -9.08%-9.0pp | -10.94%-7.1pp | 32.85%-50.9pp |
| Employer contribution / active EE | $4,910 | $4,247+15.6% | $5,051-2.8% | $2,507+95.9% |
| Participant deferral / active EE | $8,644 | $5,679+52.2% | $6,539+32.2% | $4,312+100.5% |
| Admin fee / account holder | $193 | $144+34.0% | $14,305-98.6% | $188+2.9% |