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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 36-4291971 | Investment Management | $150,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $126,579 |
Service code 29 · EIN 26-4310632 | Legal | $70,000 |
AMERICAN REALTY ADVISORS1 year Filed as: BASIC AMERICAN INC Service code 50 · EIN 94-1318402 | Direct Payment | $24,339 |
SHEA LABAGH DOBBERSTEIN5+ years Service code 10 · EIN 94-2290202 | Accounting | $24,100 |
FIRST STATE TRUST COMPANY2 years Service code 28 · EIN 13-3124172 | Investment Management | $19,536 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,244-100.0% | $204,001-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 2.8%-2.8pp |
| Annual return | 13.77% | 38.09%-24.3pp | -100.31%+114.1pp | 16.32%-2.5pp |
| Employer contribution / active EE | $0 | $10,322-100.0% | $18,686-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,604-100.0% | $127-100.0% |