Filed May 5, 2005
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS LLC Service code 28 · EIN 45-0479693 | Investment Management | $62,318 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,498 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,377 | $176,471-74.9% | $95,964-53.8% | $90,274-50.8% |
| Participation rate | 90.0% | 86.6%+3.4pp | 77.1%+12.9pp | 73.4%+16.6pp |
| Annual return | 14.21% | 20.15%-5.9pp | 91.64%-77.4pp | 53.97%-39.8pp |
| Employer contribution / active EE | $400 | $2,783-85.6% | $2,541-84.3% | $2,523-84.1% |
| Participant deferral / active EE | $2,915 | $5,325-45.3% | $4,167-30.0% | $4,231-31.1% |
| Admin fee / account holder | $69 | $154-55.4% | $6,797-99.0% | $114-39.7% |