Filed July 23, 2015 (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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 13 · EIN 34-1479833 | Contract Administrator | $141,407 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO Service code 13 · EIN 74-2279754 | Contract Administrator | $110,353 |
UT-BATTELLE LLC1+ years Filed as: UT BATTELLE LLC Service code 19 · EIN 62-1788235 | Securities Custodian | $42,661 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC Service code 60 · EIN 94-1737782 | Sub-TA Fees | $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 | $182,396 | $71,957+153.5% | $67,652+169.6% | $59,188+208.2% |
| Participation rate | 89.8% | 82.7%+7.2pp | 75.7%+14.2pp | 69.4%+20.4pp |
| Annual return | -0.69% | 8.53%-9.2pp | 6625.40%-6626.1pp | 5.51%-6.2pp |
| Employer contribution / active EE | $2,388 | $2,432-1.8% | $2,266+5.4% | $2,098+13.8% |
| Participant deferral / active EE | $8,486 | $4,211+101.5% | $3,560+138.4% | $3,265+159.9% |
| Admin fee / account holder | $54 | $64-15.6% | $4,821-98.9% | $92-41.2% |