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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $32,750 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,111 |
SWENSON CORPORATION4 years Service code 10 · EIN 33-0305865 | Accounting | $11,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,405 | $185,342-57.2% | $111,297-28.7% | $86,799-8.5% |
| Participation rate | 98.2% | 81.0%+17.2pp | 77.3%+20.9pp | 72.3%+25.9pp |
| Annual return | 12.93% | 500.80%-487.9pp | 54.65%-41.7pp | 97.91%-85.0pp |
| Employer contribution / active EE | $4,181 | $2,246+86.1% | $2,731+53.1% | $2,405+73.8% |
| Participant deferral / active EE | $6,284 | $4,458+41.0% | $4,487+40.1% | $4,131+52.1% |
| Admin fee / account holder | $83 | $255-67.6% | $7,964-99.0% | $170-51.2% |