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 |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 28 · EIN 84-0854432 | Investment Management | $38,245 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,053 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $17,125 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $9,698 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT US Service code 29 · EIN 74-1201087 | Legal | $8,272 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $94,426 | $176,471-46.5% | $95,960-1.6% | $90,274+4.6% |
| Participation rate | 90.6% | 86.6%+4.0pp | 77.1%+13.5pp | 73.4%+17.3pp |
| Annual return | 5.17% | 20.15%-15.0pp | 91.63%-86.5pp | 53.97%-48.8pp |
| Employer contribution / active EE | $1,927 | $2,783-30.8% | $2,541-24.2% | $2,523-23.6% |
| Participant deferral / active EE | $5,242 | $5,325-1.6% | $4,167+25.8% | $4,231+23.9% |
| Admin fee / account holder | $147 | $154-4.4% | $6,797-97.8% | $114+29.2% |