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 LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $15,438 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $801 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,837 | $75,419+56.2% | $392,568-70.0% | $67,584+74.4% |
| Participation rate | 93.7% | 74.8%+18.9pp | 78.1%+15.7pp | 71.3%+22.5pp |
| Annual return | 1481.48% | 36.70%+1444.8pp | 24.42%+1457.1pp | 378.59%+1102.9pp |
| Employer contribution / active EE | $605 | $2,636-77.1% | $3,783-84.0% | $2,148-71.9% |
| Participant deferral / active EE | $599 | $4,347-86.2% | $5,985-90.0% | $3,540-83.1% |
| Admin fee / account holder | $17 | $114-85.1% | $6,260-99.7% | $142-88.1% |