Filed May 17, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $35,680 |
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $3,167 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCWHAB & CO., INC. Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,761 | $88,186-7.3% | $165,071-50.5% | $74,459+9.8% |
| Participation rate | 95.9% | 73.1%+22.7pp | 78.6%+17.2pp | 67.2%+28.6pp |
| Annual return | 15.95% | 17.13%-1.2pp | 70.17%-54.2pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,673 | $2,600-35.7% | $4,347-61.5% | $2,626-36.3% |
| Participant deferral / active EE | $6,568 | $4,505+45.8% | $6,035+8.8% | $4,350+51.0% |
| Admin fee / account holder | $195 | $2,234-91.3% | $12,695-98.5% | $1,945-90.0% |