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.
| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $30,500 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $679 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $64,952 | $82,523-21.3% | $115,752-43.9% | $70,126-7.4% |
| Participation rate | 94.6% | 74.0%+20.7pp | 77.8%+16.9pp | 69.5%+25.1pp |
| Annual return | 16.39% | 28.22%-11.8pp | 19.41%-3.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $7,063 | $2,758+156.1% | $3,492+102.3% | $2,343+201.5% |
| Participant deferral / active EE | $7,001 | $4,062+72.4% | $5,204+34.5% | $3,332+110.1% |
| Admin fee / account holder | $276 | $4,552-93.9% | $6,278-95.6% | $4,646-94.1% |