Filed March 3, 2011 (most recent of 2 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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,488,076 |
MOLL WEALTH MANAGEMENT1 year Filed as: MOLL WEALTH MANAGEMENT INC. Service code 26 · EIN 46-4815069 | Advisory (Participants) | $76,523 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $38,844 |
Filed as: STEELPEAK WEALTH Service code 26 · EIN 46-1173026 | Advisory (Participants) | $29,888 |
DYNAMIC WEALTH ADVISORS3 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $25,997 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $22,224 |
Filed as: PENSIONMARK FINANCIAL GRP LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $21,792 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $21,191 |
MARINER LLC3 years Service code 26 · EIN 20-4553256 | Advisory (Participants) | $16,406 |
FINANCIAL ENGINES6 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $16,376 |
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 | $128,319 | $143,889-10.8% | $189,534-32.3% | $106,520+20.5% |
| Participation rate | 99.0% | 89.1%+9.9pp | 87.8%+11.2pp | 71.3%+27.7pp |
| Annual return | 14.92% | 17.38%-2.5pp | 555.39%-540.5pp | 19.28%-4.4pp |
| Employer contribution / active EE | $5,488 | $4,416+24.3% | $6,162-11.0% | $2,840+93.2% |
| Participant deferral / active EE | $6,981 | $7,575-7.8% | $8,220-15.1% | $4,948+41.1% |
| Admin fee / account holder | $53 | $98-46.2% | $12,049-99.6% | $75-29.1% |