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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $91,555 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $3,773 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $12 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,382 | $75,760-74.4% | $123,105-84.3% | $59,188-67.3% |
| Participation rate | 92.5% | 86.0%+6.4pp | 86.8%+5.7pp | 69.4%+23.0pp |
| Annual return | -16.05% | 2.93%-19.0pp | 13.22%-29.3pp | 5.51%-21.6pp |
| Employer contribution / active EE | $1,781 | $3,415-47.8% | $5,151-65.4% | $2,098-15.1% |
| Participant deferral / active EE | $3,245 | $5,000-35.1% | $6,229-47.9% | $3,265-0.6% |
| Admin fee / account holder | $53 | $61-13.5% | $9,014-99.4% | $92-43.0% |