Filed June 23, 2014
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $142,946 |
COOK STREET CONSULTING4 years Filed as: COOK STREET CONSULTING, INC. Service code 28 · EIN 84-0854432 | Investment Management | $62,665 |
NORTON ROSE FULBRIGHT5 years Filed as: NORTON ROSE FULBRIGHT US Service code 29 · EIN 74-1201087 | Legal | $22,875 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 28 · EIN 11-3658445 | Investment Management | $21,279 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,572 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,005 | $110,282-12.9% | $102,434-6.3% | $199,960-52.0% |
| Participation rate | 79.5% | 86.3%-6.8pp | 76.5%+3.0pp | 72.0%+7.5pp |
| Annual return | 14.92% | 35.75%-20.8pp | 29.46%-14.5pp | 34.28%-19.4pp |
| Employer contribution / active EE | $2,250 | $3,603-37.6% | $3,023-25.6% | $3,036-25.9% |
| Participant deferral / active EE | $5,464 | $6,376-14.3% | $5,055+8.1% | $5,087+7.4% |
| Admin fee / account holder | $118 | $122-3.3% | $9,462-98.8% | $269-56.1% |