Filed November 19, 2009
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,952 |
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $489 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 19 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,530 | $111,491-58.3% | $189,534-75.5% | $86,828-46.4% |
| Participation rate | 80.3% | 87.3%-7.0pp | 87.8%-7.5pp | 72.3%+8.0pp |
| Annual return | 13.78% | 83.50%-69.7pp | 555.39%-541.6pp | 97.95%-84.2pp |
| Employer contribution / active EE | $1,232 | $3,951-68.8% | $6,162-80.0% | $2,406-48.8% |
| Participant deferral / active EE | $3,425 | $6,437-46.8% | $8,220-58.3% | $4,132-17.1% |
| Admin fee / account holder | $13 | $189-93.0% | $12,049-99.9% | $170-92.3% |