Filed May 15, 2008 (most recent of 3 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: HOOD & STRONG, LLP Service code 10 · EIN 94-1254756 275 BATTERY STREET, STE 900 · SAN FRANCISCO, CA 94111 | Accounting | $15,900 |
TIAA5 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $8,880 |
WELL AND GOOD LLC3 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 | Pension Consulting | $3,076 |
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 | $108,658 | $76,653+41.8% | $70,462+54.2% | - |
| Participation rate | 98.0% | 80.3%+17.7pp | 75.1%+22.9pp | - |
| Annual return | 15.18% | 4.62%+10.6pp | 109.08%-93.9pp | - |
| Employer contribution / active EE | $5,152 | $2,510+105.2% | $2,737+88.2% | - |
| Participant deferral / active EE | $7,347 | $4,121+78.3% | $3,710+98.1% | - |
| Admin fee / account holder | $123 | $17,353-99.3% | $3,845-96.8% | - |