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: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $189,900 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 25 · EIN 26-0516431 | Directed Trustee | $100,000 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 29 · EIN 26-4310632 | Legal | $70,000 |
AMERICAN REALTY ADVISORS2 years Filed as: BASIC AMERICAN INC Service code 50 · EIN 94-1318402 | Direct Payment | $29,164 |
SHEA LABAGH DOBBERSTEIN6+ years Service code 10 · EIN 94-2290202 | Accounting | $20,000 |
FIRST STATE TRUST COMPANY3 years Service code 28 · EIN 13-3124172 | Investment Management | $9,530 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 15.05% | 9.42%+5.6pp | 10.57%+4.5pp | 627.08%-612.0pp |
| Employer contribution / active EE | $0 | $11,814-100.0% | $18,335-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |