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 LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $159,753 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,875 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $135,630 | $136,266-0.5% | $90,767+49.4% | $77,906+74.1% |
| Participation rate | 95.2% | 86.6%+8.5pp | 75.7%+19.5pp | 73.7%+21.5pp |
| Annual return | -18.47% | -11.32%-7.2pp | -12.16%-6.3pp | 12.16%-30.6pp |
| Employer contribution / active EE | $7,183 | $4,215+70.4% | $2,922+145.8% | $2,846+152.3% |
| Participant deferral / active EE | $8,792 | $6,353+38.4% | $4,565+92.6% | $4,805+83.0% |
| Admin fee / account holder | $83 | $399-79.1% | $8,445-99.0% | $133-37.2% |