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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $152,408 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY & CO, INC Service code 28 · EIN 26-4310632 | Investment Management | $70,000 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS, INC Service code 28 · EIN 13-3451974 | Investment Management | $47,092 |
PRIVATE ADVISORS LLC1 year Filed as: PRIVATE ADVISORS HEDGED EQUITY FUND Service code 28 · EIN 54-1886751 | Investment Management | $31,411 |
SHEA LABAGH DOBBERSTEIN2+ years Service code 10 · EIN 94-2290202 | Accounting | $23,400 |
AMERICAN REALTY ADVISORS2+ years Filed as: BASIC AMERICAN, INC Service code 28 · EIN 94-1318402 | Investment Management | $11,976 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS A PROFESSIONAL CORP Service code 29 · EIN 94-3216063 | Legal | $9,105 |
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 Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 3.64% | 5.03%-1.4pp | 18.87%-15.2pp | 7.18%-3.5pp |
| Employer contribution / active EE | $11,781 | $10,273+14.7% | $19,828-40.6% | $13,095-10.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |