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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,212 |
Service code 26 · EIN 20-0013572 | Advisory (Participants) | $72,739 |
AMERICAN FUNDS1 year Filed as: SONATA CAPITAL GROUP INC Service code 26 · EIN 91-2035283 | Advisory (Participants) | $49,507 |
TITUS WEALTH MANAGEMENT1 year Service code 26 · EIN 94-2949997 | Advisory (Participants) | $15,212 |
Service code 26 · EIN 22-3623353 | Advisory (Participants) | $14,706 |
Filed as: BECKER CAPITAL MANAGEMENT INC Service code 26 · EIN 93-0663104 | Advisory (Participants) | $14,080 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 36-3194849 | Investment Management | $12,900 |
Service code 26 · EIN 93-1052371 | Advisory (Participants) | $7,720 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,272 |
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.
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 | $372,586 | $120,450+209.3% | $159,495+133.6% | $93,010+300.6% |
| Participation rate | 93.0% | 78.0%+15.0pp | 82.8%+10.2pp | 73.9%+19.1pp |
| Annual return | 13.82% | 27.11%-13.3pp | 263.72%-249.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $9,591 | $3,526+172.0% | $4,831+98.5% | $2,705+254.5% |
| Participant deferral / active EE | $11,330 | $7,283+55.6% | $7,354+54.1% | $4,561+148.4% |
| Admin fee / account holder | $179 | $137+31.3% | $10,804-98.3% | $152+18.3% |