Filed February 2, 2009 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $135,498 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 28 · EIN 26-4310632 | Investment Management | $70,000 |
AMERICAN REALTY ADVISORS6 years Filed as: BASIC AMERICAN INC Service code 28 · EIN 94-1318402 | Investment Management | $42,243 |
Filed as: CBIZ Service code 10 · EIN 22-2769024 | Accounting | $23,326 |
FIRST STATE TRUST COMPANY7 years Service code 28 · EIN 13-3124172 | Investment Management | $6,983 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 3.93% | 5.81%-1.9pp | 8.92%-5.0pp | 7.65%-3.7pp |
| Employer contribution / active EE | $3,458 | $11,440-69.8% | $24,457-85.9% | $20,582-83.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |