Filed April 28, 2008
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 | $177,051 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $70,520 |
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 | $135,952 | $2,703,213-95.0% | $165,100-17.7% | $200,096-32.1% |
| Participation rate | 98.6% | 78.4%+20.2pp | 78.6%+20.0pp | 72.0%+26.6pp |
| Annual return | 12.32% | 17.97%-5.6pp | 70.21%-57.9pp | 34.26%-21.9pp |
| Employer contribution / active EE | $3,532 | $2,973+18.8% | $4,348-18.8% | $3,038+16.3% |
| Participant deferral / active EE | $6,476 | $5,021+29.0% | $6,035+7.3% | $5,090+27.2% |
| Admin fee / account holder | $125 | $1,999-93.7% | $12,696-99.0% | $269-53.5% |