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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 34-1479833 | Actuarial | $165,054 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $70,192 |
SHEA LABAGH DOBBERSTEIN4+ years Service code 10 · EIN 94-2290202 | Accounting | $28,000 |
AMERICAN REALTY ADVISORS4+ years Filed as: BASIC AMERICAN, INC Service code 28 · EIN 94-1318402 | Investment Management | $21,044 |
Service code 28 · EIN 13-3124172 | Investment Management | $18,210 |
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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 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -5.96% | -1.87%-4.1pp | -0.41%-5.5pp | -0.69%-5.3pp |
| Employer contribution / active EE | $2,398 | $8,333-71.2% | $15,396-84.4% | $16,786-85.7% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |