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 | $7,733 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS Service code 28 · EIN 13-4008324 | Investment Management | $5,357 |
FRSCPA, PLLC1 year Filed as: FRSCPA LLC Service code 10 · EIN 13-4008324 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $2 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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.
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 | $37,459 | $58,910-36.4% | $178,510-79.0% | $73,501-49.0% |
| Participation rate | 95.1% | 66.2%+28.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 14.96% | 24.86%-9.9pp | 151.13%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $61 | $400-84.7% | $13,988-99.6% | $513-88.0% |