Filed July 24, 1996 (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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Service code 28 · EIN 26-0058143 | Investment Management | $133,980 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0945615 | Legal | $21,901 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,129 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,100 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC AND AFFLIAT Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,385 | $105,190+46.8% | $98,920+56.1% | $90,274+71.0% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.3pp | 73.4%+25.0pp |
| Annual return | 11.69% | 18.52%-6.8pp | 196.47%-184.8pp | 53.97%-42.3pp |
| Employer contribution / active EE | $6,959 | $3,831+81.7% | $2,689+158.8% | $2,523+175.8% |
| Participant deferral / active EE | $7,709 | $5,616+37.3% | $4,245+81.6% | $4,231+82.2% |
| Admin fee / account holder | $70 | $97-27.8% | $6,643-98.9% | $114-38.4% |