Filed March 10, 2006 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,184,276 |
MY GROUP LLC1 year Service code 28 · EIN 27-2102627 | Investment Management | $46,875 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $26,000 |
Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $17,584 |
MY GROUP LLC1 year Filed as: INTRUST FIDUCIARY GROUP Service code 28 · EIN 27-2102627 | Investment Management | $15,625 |
Service code 26 · EIN 20-8804041 | Advisory (Participants) | $5,728 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $37,890 | $329,111-88.5% | $78,677-51.8% | $329,111-88.5% |
| Participation rate | 89.7% | 67.9%+21.9pp | 73.6%+16.2pp | 67.9%+21.9pp |
| Annual return | 8.37% | 16.35%-8.0pp | 62.19%-53.8pp | 16.35%-8.0pp |
| Employer contribution / active EE | $1,645 | $2,303-28.6% | $2,850-42.3% | $2,303-28.6% |
| Participant deferral / active EE | $2,335 | $3,682-36.6% | $3,517-33.6% | $3,682-36.6% |
| Admin fee / account holder | $60 | $754-92.0% | $4,510-98.7% | $754-92.0% |