Filed June 18, 2013 (most recent of 4 filings on file)
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.3+ years Filed as: CHARLES SCHWAB BANK Service code 12 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $9,074 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $5,797 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,026 | $89,739+7.0% | $149,721-35.9% | $62,293+54.2% |
| Participation rate | 95.2% | 85.1%+10.1pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 12.92% | 21.01%-8.1pp | 1501.67%-1488.8pp | 28.90%-16.0pp |
| Employer contribution / active EE | $4,175 | $3,233+29.1% | $5,444-23.3% | $2,042+104.4% |
| Participant deferral / active EE | $5,641 | $4,797+17.6% | $6,568-14.1% | $3,169+78.0% |
| Admin fee / account holder | $16 | $551-97.1% | $11,282-99.9% | $479-96.6% |