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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $588,028 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 28 · EIN 62-0951563 | Investment Management | $283,504 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $68,613 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $10,258 |
EVERGREEN ADVISORS, LLC2 years Filed as: EVERGREEN ADVISORS LLC Service code 26 · EIN 80-0270035 | Advisory (Participants) | $7,726 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,734 | $93,283+25.1% | $76,891+51.8% | $103,657+12.6% |
| Participation rate | 98.0% | 79.3%+18.7pp | 69.6%+28.4pp | 73.4%+24.6pp |
| Annual return | 9.60% | 17.40%-7.8pp | 37.91%-28.3pp | 33.13%-23.5pp |
| Employer contribution / active EE | $3,743 | $3,170+18.1% | $2,534+47.7% | $3,216+16.4% |
| Participant deferral / active EE | $5,800 | $4,624+25.4% | $3,833+51.3% | $5,218+11.2% |
| Admin fee / account holder | $115 | $78+46.1% | $5,488-97.9% | $114+0.4% |