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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $224,785 |
NCH CORPORATION2 years Service code 28 · EIN 75-0457200 | Investment Management | $51,083 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,481 | $96,403+25.0% | $93,621+28.7% | $77,775+54.9% |
| Participation rate | 92.1% | 87.6%+4.4pp | 75.8%+16.2pp | 73.2%+18.9pp |
| Annual return | 20.82% | 39.36%-18.5pp | 32.76%-11.9pp | 32.58%-11.8pp |
| Employer contribution / active EE | $3,069 | $3,616-15.1% | $2,719+12.9% | $2,504+22.6% |
| Participant deferral / active EE | $6,447 | $5,341+20.7% | $4,070+58.4% | $3,966+62.6% |
| Admin fee / account holder | $105 | $90+16.9% | $7,890-98.7% | $100+4.5% |