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 ADVISORS2 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $9,709 |
SUMMITRY LLC3 years Service code 26 · EIN 20-2133053 | Advisory (Participants) | $8,748 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,900 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $6,533 |
Service code 26 · EIN 81-4120898 | Advisory (Participants) | $5,308 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,530 |
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 | $182,661 | $104,631+74.6% | $98,462+85.5% | $80,187+127.8% |
| Participation rate | 96.9% | 87.5%+9.4pp | 75.2%+21.8pp | 72.9%+24.0pp |
| Annual return | 21.66% | 34.72%-13.1pp | 21.20%+0.5pp | 40.40%-18.7pp |
| Employer contribution / active EE | $10,791 | $4,517+138.9% | $3,049+253.9% | $2,980+262.2% |
| Participant deferral / active EE | $15,872 | $6,545+142.5% | $4,738+235.0% | $5,016+216.4% |
| Admin fee / account holder | $15 | $105-85.8% | $8,875-99.8% | $145-89.7% |