Filed October 15, 2008
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 |
|---|---|---|
Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $53,397 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $8,626 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Recordkeepi... | $3,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,901 | $74,089+33.5% | $133,975-26.2% | $55,167+79.3% |
| Participation rate | 98.5% | 84.3%+14.3pp | 87.1%+11.5pp | 69.0%+29.5pp |
| Annual return | 12.57% | 12.11%+0.5pp | 29.29%-16.7pp | 169.23%-156.7pp |
| Employer contribution / active EE | $9,091 | $3,064+196.7% | $5,211+74.5% | $1,963+363.2% |
| Participant deferral / active EE | $2,955 | $4,678-36.8% | $6,282-53.0% | $3,054-3.2% |
| Admin fee / account holder | $446 | $458-2.6% | $9,324-95.2% | $504-11.4% |