Filed April 1, 2006 (most recent of 2 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.
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 |
|---|---|---|
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $35,115 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $1,377 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,613 | $52,639-30.4% | $185,117-80.2% | $62,293-41.2% |
| Participation rate | 76.0% | 63.9%+12.1pp | 77.3%-1.3pp | 69.5%+6.5pp |
| Annual return | 15.88% | 19.57%-3.7pp | 40.50%-24.6pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2 | $1,483-99.9% | $4,182-99.9% | $2,042-99.9% |
| Participant deferral / active EE | $3,476 | $3,097+12.2% | $5,045-31.1% | $3,169+9.7% |
| Admin fee / account holder | $147 | $374-60.6% | $8,159-98.2% | $479-69.3% |