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 RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,063 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,031 | $58,344+9.7% | $98,508-35.0% | $86,828-26.3% |
| Participation rate | 57.8% | 68.4%-10.6pp | 73.3%-15.5pp | 72.3%-14.5pp |
| Annual return | 38.00% | 43.47%-5.5pp | 1495.22%-1457.2pp | 97.95%-59.9pp |
| Employer contribution / active EE | $1,242 | $2,008-38.1% | $2,961-58.0% | $2,406-48.4% |
| Participant deferral / active EE | $2,231 | $3,156-29.3% | $4,276-47.8% | $4,132-46.0% |
| Admin fee / account holder | $40 | $138-70.8% | $5,956-99.3% | $170-76.2% |