Filed August 23, 1999
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.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,412 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,619 | $50,820+62.6% | $155,567-46.9% | $77,671+6.4% |
| Participation rate | 93.3% | 63.1%+30.2pp | 78.2%+15.1pp | 70.6%+22.7pp |
| Annual return | 12.51% | 34.85%-22.3pp | 64.74%-52.2pp | 31.21%-18.7pp |
| Employer contribution / active EE | $6,097 | $1,993+205.9% | $4,674+30.4% | $2,726+123.6% |
| Participant deferral / active EE | $4,528 | $2,823+60.4% | $5,628-19.5% | $4,648-2.6% |
| Admin fee / account holder | $121 | $436-72.1% | $15,916-99.2% | $430-71.8% |