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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP8+ years Service code 10 · EIN 13-4008324 | Accounting | $103,599 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $91,606 |
DCPAS, LLC1 year Service code 10 · EIN 84-4158464 | Accounting | $12,500 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 28 · EIN 20-8874282 | Investment Management | $6,794 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $649 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,079 | $72,254+42.7% | $86,677+18.9% | $64,808+59.1% |
| Participation rate | 93.5% | 80.4%+13.1pp | 76.6%+17.0pp | 71.5%+22.1pp |
| Annual return | -15.53% | 392.42%-408.0pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $6,963 | $2,393+191.0% | $2,836+145.5% | $2,506+177.9% |
| Participant deferral / active EE | $4,487 | $4,658-3.7% | $4,656-3.6% | $4,310+4.1% |
| Admin fee / account holder | $244 | $174+40.1% | $7,493-96.7% | $188+29.7% |