Filed September 30, 2013
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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,570 |
Service code 28 · EIN 47-1411118 | Investment Management | $57,937 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $13,780 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $22 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,056 | $82,972+9.7% | $103,374-11.9% | $77,671+17.2% |
| Participation rate | 95.9% | 71.5%+24.3pp | 74.5%+21.3pp | 70.6%+25.3pp |
| Annual return | 17.14% | 19.14%-2.0pp | 24.89%-7.8pp | 31.21%-14.1pp |
| Employer contribution / active EE | $1,542 | $3,554-56.6% | $3,869-60.2% | $2,726-43.5% |
| Participant deferral / active EE | $10,827 | $4,108+163.5% | $5,058+114.1% | $4,648+133.0% |
| Admin fee / account holder | $171 | $639-73.3% | $8,394-98.0% | $430-60.3% |