Filed February 24, 2006
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 |
|---|---|---|
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $44,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,657 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $814 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $100 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,871 | $31,109+63.5% | $67,711-24.9% | $52,331-2.8% |
| Participation rate | 53.6% | 54.0%-0.4pp | 67.5%-13.9pp | 68.1%-14.5pp |
| Annual return | 0.46% | 23.70%-23.2pp | 25.41%-24.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,451 | $1,076+34.9% | $2,559-43.3% | $1,882-22.9% |
| Participant deferral / active EE | $8,615 | $1,970+337.2% | $3,585+140.3% | $3,022+185.1% |
| Admin fee / account holder | $16 | $466-96.7% | $4,255-99.6% | $592-97.4% |