Filed October 4, 2011 (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.
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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $817,678-100.0% | $392,568-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.1%-78.1pp | 82.5%-82.5pp |
| Annual return | -98.44% | 22.84%-121.3pp | 24.42%-122.9pp | 345.46%-443.9pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,601-100.0% |