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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $211,074 |
NCH CORPORATION3 years Service code 28 · EIN 75-0457200 | Investment Management | $53,974 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,356 | $105,190+25.8% | $98,920+33.8% | $90,274+46.6% |
| Participation rate | 93.1% | 86.4%+6.8pp | 76.0%+17.1pp | 73.4%+19.8pp |
| Annual return | 10.71% | 18.52%-7.8pp | 196.47%-185.8pp | 53.97%-43.3pp |
| Employer contribution / active EE | $3,613 | $3,831-5.7% | $2,689+34.3% | $2,523+43.2% |
| Participant deferral / active EE | $7,692 | $5,616+37.0% | $4,245+81.2% | $4,231+81.8% |
| Admin fee / account holder | $105 | $97+7.5% | $6,643-98.4% | $114-8.2% |