Filed December 27, 2013 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,199 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,616 | $2,703,213-97.6% | $165,100-61.5% | $200,096-68.2% |
| Participation rate | 83.1% | 78.4%+4.7pp | 78.6%+4.5pp | 72.0%+11.1pp |
| Annual return | 304.32% | 17.97%+286.3pp | 70.21%+234.1pp | 34.26%+270.1pp |
| Employer contribution / active EE | $883 | $2,973-70.3% | $4,348-79.7% | $3,038-70.9% |
| Participant deferral / active EE | $4,450 | $5,021-11.4% | $6,035-26.3% | $5,090-12.6% |
| Admin fee / account holder | $30 | $1,999-98.5% | $12,696-99.8% | $269-88.9% |