Filed February 28, 2003
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $151,169 |
FINANCIAL ENGINES8 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $15,065 |
MERIT BENEFITS GROUP, INC.2 years Filed as: MERIT FINANCIAL ADVISORS Service code 26 · EIN 45-3686413 | Advisory (Participants) | $14,350 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $6,304 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,721 | $122,585+225.3% | $184,256+116.4% | $200,096+99.3% |
| Participation rate | 97.8% | 86.9%+10.9pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 13.65% | 144.12%-130.5pp | 28.85%-15.2pp | 34.26%-20.6pp |
| Employer contribution / active EE | $12,207 | $4,571+167.1% | $6,427+89.9% | $3,038+301.9% |
| Participant deferral / active EE | $16,471 | $7,972+106.6% | $9,133+80.3% | $5,090+223.6% |
| Admin fee / account holder | $31 | $120-74.3% | $13,899-99.8% | $269-88.5% |