Filed November 2, 2004
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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $154,980 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $30,250 |
SWENSON CORPORATION7 years Service code 10 · EIN 33-0305865 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,002 | $89,123+10.0% | $102,460-4.4% | $77,762+26.0% |
| Participation rate | 97.5% | 80.9%+16.5pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 10.81% | 25.05%-14.2pp | 29.47%-18.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $4,777 | $2,700+76.9% | $3,025+57.9% | $2,728+75.1% |
| Participant deferral / active EE | $7,759 | $5,148+50.7% | $5,056+53.5% | $4,651+66.8% |
| Admin fee / account holder | $126 | $236-46.6% | $9,460-98.7% | $433-70.9% |