Filed June 24, 1994
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 |
|---|---|---|
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $6,343 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 15 | Recordkeeping | $0 |
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 | $86,415 | $55,470+55.8% | $155,556-44.4% | $74,478+16.0% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 14.87% | 269.80%-254.9pp | 64.84%-50.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $11,288 | $2,267+398.0% | $4,675+141.4% | $2,626+329.8% |
| Participant deferral / active EE | $7,536 | $2,838+165.6% | $5,631+33.8% | $4,350+73.2% |
| Admin fee / account holder | $29 | $1,744-98.3% | $15,885-99.8% | $1,946-98.5% |