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 |
|---|---|---|
SUMMITRY LLC2 years Service code 26 · EIN 20-2133053 | Advisory (Participants) | $14,959 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $9,747 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $6,122 |
RHS FINANCIAL LLC1 year Service code 26 · EIN 26-4441074 | Advisory (Participants) | $5,202 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,050 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $1,714 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $158,517 | $136,266+16.3% | $90,767+74.6% | $77,906+103.5% |
| Participation rate | 97.2% | 86.6%+10.5pp | 75.7%+21.5pp | 73.7%+23.5pp |
| Annual return | -18.30% | -11.32%-7.0pp | -12.16%-6.1pp | 12.16%-30.5pp |
| Employer contribution / active EE | $11,290 | $4,215+167.9% | $2,922+286.4% | $2,846+296.7% |
| Participant deferral / active EE | $16,517 | $6,353+160.0% | $4,565+261.8% | $4,805+243.7% |
| Admin fee / account holder | $16 | $399-95.9% | $8,445-99.8% | $133-87.8% |