Filed August 2, 2005
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $196,237 |
COOK STREET CONSULTING3+ years Filed as: COOK STREET CONSULTING INC Service code 28 · EIN 84-0854432 | Investment Management | $48,041 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $21 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,071 | $90,410+20.6% | $91,004+19.9% | $77,958+39.9% |
| Participation rate | 88.3% | 86.4%+1.9pp | 75.6%+12.6pp | 71.6%+16.6pp |
| Annual return | 13.57% | 21.34%-7.8pp | 4.60%+9.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $2,666 | $3,392-21.4% | $2,456+8.6% | $2,310+15.4% |
| Participant deferral / active EE | $5,173 | $4,816+7.4% | $3,548+45.8% | $3,537+46.3% |
| Admin fee / account holder | $94 | $79+19.4% | $5,417-98.3% | $97-3.2% |