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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,572 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $2,755 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $22,784 | $80,354-71.6% | $133,975-83.0% | $63,975-64.4% |
| Participation rate | 93.9% | 87.5%+6.4pp | 87.1%+6.9pp | 71.1%+22.8pp |
| Annual return | 8.55% | 13.11%-4.6pp | 29.29%-20.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,898 | $3,503-45.8% | $5,211-63.6% | $2,182-13.0% |
| Participant deferral / active EE | $3,499 | $5,239-33.2% | $6,282-44.3% | $3,356+4.3% |
| Admin fee / account holder | $55 | $69-20.0% | $9,324-99.4% | $70-21.3% |