Filed February 23, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $599,779 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,180 |
LANEVE FINANCIAL GUIDANCE, LLC9+ years Service code 33 · EIN 27-1404837 | Securities brokerage; Securities brok... | $33,782 |
MONEYWISE, INC.7 years Service code 33 · EIN 54-1506612 | Securities brokerage; Securities brok... | $15,614 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,698 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $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 | $65,384 | $59,312+10.2% | $149,740-56.3% | $103,657-36.9% |
| Participation rate | 91.2% | 70.3%+20.9pp | 78.8%+12.4pp | 73.4%+17.8pp |
| Annual return | 17.78% | 78.03%-60.3pp | 134.51%-116.7pp | 33.13%-15.4pp |
| Employer contribution / active EE | $2,729 | $2,187+24.8% | $4,821-43.4% | $3,216-15.1% |
| Participant deferral / active EE | $3,986 | $3,719+7.2% | $5,683-29.9% | $5,218-23.6% |
| Admin fee / account holder | $68 | $103-34.3% | $13,222-99.5% | $114-40.8% |