Filed November 9, 2005
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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $313,533 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $13,750 |
Service code 10 · EIN 33-0818667 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $94 |
CHARLES SCHWAB & CO., INC.2+ 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,820 | $38,032-13.7% | $87,502-62.5% | $329,111-90.0% |
| Participation rate | 24.1% | 43.3%-19.2pp | 73.8%-49.7pp | 67.9%-43.8pp |
| Annual return | 2.95% | 7.09%-4.1pp | 12.21%-9.3pp | 16.35%-13.4pp |
| Employer contribution / active EE | $219 | $677-67.7% | $2,550-91.4% | $2,303-90.5% |
| Participant deferral / active EE | $788 | $1,260-37.5% | $3,149-75.0% | $3,682-78.6% |
| Admin fee / account holder | $39 | $50-22.4% | $4,221-99.1% | $754-94.9% |