Filed December 10, 1990
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 | $143,572 |
Service code 26 · EIN 20-0013572 | Advisory (Participants) | $98,461 |
Filed as: CIBC BANK USA Service code 28 · EIN 36-3722148 | Investment Management | $36,009 |
BECKER CAPITAL MANAGEMENT4 years Filed as: BECKER CAPITAL MANAGEMENT INC Service code 26 · EIN 93-0663104 | Advisory (Participants) | $18,219 |
AMERICAN FUNDS4 years Filed as: SONATA CAPITAL GROUP INC Service code 26 · EIN 91-2035283 | Advisory (Participants) | $13,053 |
COLDSTREAM WEALTH MANAGEMENT4 years Service code 26 · EIN 93-1052371 | Advisory (Participants) | $12,928 |
Service code 26 · EIN 81-3858870 | Advisory (Participants) | $10,464 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $7,765 |
Filed as: CHARLES SCHWAB &CO., INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,752 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,517 | $122,128+189.5% | $147,117+140.3% | $200,096+76.7% |
| Participation rate | 96.0% | 78.2%+17.9pp | 82.2%+13.9pp | 72.0%+24.0pp |
| Annual return | 13.66% | 30.58%-16.9pp | 420.54%-406.9pp | 34.26%-20.6pp |
| Employer contribution / active EE | $11,467 | $4,093+180.2% | $4,932+132.5% | $3,038+277.5% |
| Participant deferral / active EE | $14,104 | $8,484+66.2% | $8,065+74.9% | $5,090+177.1% |
| Admin fee / account holder | $166 | $180-7.5% | $12,993-98.7% | $269-38.3% |