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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,155 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,485 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $14 |
CHARLES SCHWAB & CO., INC.3+ 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 | $25,376 | $89,274-71.6% | $149,721-83.1% | $77,958-67.4% |
| Participation rate | 95.5% | 87.6%+7.9pp | 87.1%+8.4pp | 71.6%+23.9pp |
| Annual return | 18.11% | 20.36%-2.3pp | 1501.67%-1483.6pp | 20.87%-2.8pp |
| Employer contribution / active EE | $1,942 | $3,727-47.9% | $5,444-64.3% | $2,310-16.0% |
| Participant deferral / active EE | $3,648 | $5,382-32.2% | $6,568-44.5% | $3,537+3.2% |
| Admin fee / account holder | $43 | $240-82.2% | $11,282-99.6% | $97-56.1% |