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.6 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,117,602 |
MERCER4 years Service code 28 · EIN 30-0282430 | Investment Management | $126,250 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $32,783 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $30,000 |
AMERICAN FUNDS5 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $19,498 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $11,355 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $10,920 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $10,593 |
Filed as: AVION WEALTH LLC Service code 26 · EIN 20-8804041 | Advisory (Participants) | $6,650 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $64,857 | $106,520-39.1% | $98,508-34.2% | $106,520-39.1% |
| Participation rate | 92.2% | 71.3%+20.9pp | 73.3%+18.9pp | 71.3%+20.9pp |
| Annual return | 17.97% | 19.28%-1.3pp | 1495.22%-1477.3pp | 19.28%-1.3pp |
| Employer contribution / active EE | $2,319 | $2,840-18.4% | $2,961-21.7% | $2,840-18.4% |
| Participant deferral / active EE | $3,490 | $4,948-29.5% | $4,276-18.4% | $4,948-29.5% |
| Admin fee / account holder | $56 | $75-24.4% | $5,956-99.1% | $75-24.4% |