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 |
|---|---|---|
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $21,525 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,954 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,703 | $81,321-8.1% | $68,509+9.0% | $59,188+26.2% |
| Participation rate | 95.7% | 83.8%+11.8pp | 74.7%+20.9pp | 69.4%+26.2pp |
| Annual return | 2.34% | 4.65%-2.3pp | 8.27%-5.9pp | 5.51%-3.2pp |
| Employer contribution / active EE | $6,456 | $3,297+95.9% | $2,278+183.4% | $2,098+207.7% |
| Participant deferral / active EE | $10,392 | $4,592+126.3% | $3,382+207.2% | $3,265+218.3% |
| Admin fee / account holder | $16 | $62-73.9% | $5,275-99.7% | $92-82.5% |