Filed November 16, 1995
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $411,286 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 62-0951563 | Investment Management | $147,778 |
UNIFIED TRUST COMPANY, N.A.4 years Service code 28 · EIN 61-1256314 | Investment Management | $145,392 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $41,025 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $8,823 |
EVERGREEN ADVISORS, LLC1 year Filed as: EVERGREEN ADVISORS LLC Service code 26 · EIN 80-0270035 | Advisory (Participants) | $8,122 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,928 | $89,497+22.8% | $69,888+57.3% | $78,104+40.7% |
| Participation rate | 97.6% | 79.9%+17.7pp | 70.5%+27.1pp | 74.5%+23.1pp |
| Annual return | -9.64% | -12.39%+2.8pp | 190.87%-200.5pp | 10.90%-20.5pp |
| Employer contribution / active EE | $3,534 | $3,152+12.1% | $2,560+38.0% | $3,128+13.0% |
| Participant deferral / active EE | $5,484 | $4,564+20.2% | $3,849+42.5% | $5,089+7.8% |
| Admin fee / account holder | $95 | $78+22.2% | $6,267-98.5% | $79+20.3% |