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.3 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,256,329 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $58,877 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $41,667 |
EFFICIENT WEALTH MANAGEMENT3 years Service code 26 · EIN 20-8804041 | Advisory (Participants) | $18,838 |
MERCER1 year Service code 28 · EIN 30-0282430 | Investment Management | $18,750 |
AMERICAN FUNDS2 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $6,565 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $38 |
CHARLES SCHWAB & CO., INC.3 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 | $41,403 | $73,367-43.6% | $79,472-47.9% | $73,367-43.6% |
| Participation rate | 90.6% | 69.5%+21.1pp | 73.3%+17.3pp | 69.5%+21.1pp |
| Annual return | -3.10% | 173.45%-176.6pp | 718.32%-721.4pp | 173.45%-176.6pp |
| Employer contribution / active EE | $1,811 | $2,499-27.5% | $2,801-35.3% | $2,499-27.5% |
| Participant deferral / active EE | $2,625 | $4,033-34.9% | $3,704-29.1% | $4,033-34.9% |
| Admin fee / account holder | $59 | $68-13.0% | $5,104-98.8% | $68-13.0% |