Filed July 12, 1994
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARYVEST LLC2+ years Filed as: FIDUCIARYVEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $82,321 |
KAYS FINANCIAL ADVISORY CORP2+ years Filed as: KAYS FINANCIAL ADVISORY GROUP Service code 26 · EIN 58-1619177 | Advisory (Participants) | $14,372 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $13,088 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,641 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $242,843 | $80,177+202.9% | $123,894+96.0% | $57,658+321.2% |
| Participation rate | 97.7% | 74.4%+23.3pp | 81.4%+16.3pp | 70.2%+27.5pp |
| Annual return | 6.28% | 17.90%-11.6pp | 47.52%-41.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $8,558 | $2,913+193.8% | $4,617+85.4% | $1,974+333.6% |
| Participant deferral / active EE | $13,921 | $5,130+171.4% | $5,984+132.6% | $3,061+354.9% |
| Admin fee / account holder | $234 | $106+119.7% | $8,357-97.2% | $95+147.0% |