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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 13 · EIN 34-1479833 | Contract Administrator | $338,427 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC Service code 60 | Sub-TA Fees | $0 |
Filed as: CHARLES SCHWAB & CO.INC Service code 71 · EIN 94-1737782 | Brokerage 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 | $186,311 | $80,211+132.3% | $74,184+151.1% | $63,975+191.2% |
| Participation rate | 89.6% | 84.2%+5.5pp | 76.6%+13.0pp | 71.1%+18.5pp |
| Annual return | 6.14% | 14.13%-8.0pp | 17.74%-11.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $2,454 | $2,553-3.9% | $2,370+3.6% | $2,182+12.5% |
| Participant deferral / active EE | $8,640 | $4,370+97.7% | $3,550+143.4% | $3,356+157.4% |
| Admin fee / account holder | $59 | $67-12.3% | $5,586-98.9% | $70-16.3% |