Filed February 1, 2006
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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,017 |
ALLWORTH FINANCIAL4 years Filed as: ALLWORTH FINANCIAL, L.P. Service code 26 · EIN 68-0372662 | Advisory (Participants) | $7,785 |
DYNAMIC WEALTH ADVISORS4 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $5,377 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $517 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,731 | $216,711+8.8% | $136,749+72.4% | $85,563+175.5% |
| Participation rate | 66.7% | 51.7%+14.9pp | 72.1%-5.5pp | 66.0%+0.7pp |
| Annual return | 14.91% | 15.26%-0.4pp | 24.33%-9.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,358 | $1,660+102.3% | $3,400-1.2% | $2,654+26.5% |
| Participant deferral / active EE | $7,385 | $2,635+180.3% | $4,692+57.4% | $4,375+68.8% |
| Admin fee / account holder | $228 | $1,223-81.4% | $11,386-98.0% | $834-72.7% |