Filed January 12, 2001
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $30,190 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICE WATERHOUSE COOPERS, LLP Service code 10 · EIN 98-0330246 | Accounting | $21,349 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Service code 28 · EIN 20-8874282 | Investment Management | $10,947 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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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 | $0 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 5.79% | 17.94%-12.2pp | 5.44%+0.3pp | 7.18%-1.4pp |
| Employer contribution / active EE | $5,245 | $12,263-57.2% | $25,481-79.4% | $13,095-59.9% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |