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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,203,381 |
Service code 28 · EIN 26-0058143 | Investment Management | $31,250 |
MY GROUP LLC2 years Service code 28 · EIN 27-2102627 | Investment Management | $31,250 |
EFFICIENT WEALTH MANAGEMENT2 years Service code 26 · EIN 20-8804041 | Advisory (Participants) | $14,600 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $12,851 |
AMERICAN FUNDS1 year Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $11,887 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $256 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,554 | $80,976-45.0% | $86,593-48.5% | $80,976-45.0% |
| Participation rate | 90.6% | 68.3%+22.3pp | 73.5%+17.0pp | 68.3%+22.3pp |
| Annual return | 18.73% | 22.91%-4.2pp | 965.08%-946.3pp | 22.91%-4.2pp |
| Employer contribution / active EE | $1,729 | $2,402-28.0% | $2,840-39.1% | $2,402-28.0% |
| Participant deferral / active EE | $2,473 | $3,848-35.7% | $3,609-31.5% | $3,848-35.7% |
| Admin fee / account holder | $60 | $67-11.4% | $4,904-98.8% | $67-11.4% |