Filed January 23, 2006
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 |
|---|---|---|
DYNAMIC WEALTH ADVISORS3 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $11,913 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,250 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,031 |
ABOUND WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $7,317 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $5,225 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,763 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,667 | $112,582+94.2% | $105,624+107.0% | $200,096+9.3% |
| Participation rate | 97.4% | 86.3%+11.1pp | 75.3%+22.1pp | 72.0%+25.3pp |
| Annual return | 16.77% | 15.58%+1.2pp | 116.20%-99.4pp | 34.26%-17.5pp |
| Employer contribution / active EE | $13,036 | $4,580+184.6% | $3,168+311.5% | $3,038+329.1% |
| Participant deferral / active EE | $20,057 | $6,655+201.4% | $5,013+300.1% | $5,090+294.1% |
| Admin fee / account holder | $17 | $107-84.3% | $10,961-99.8% | $269-93.8% |