Filed October 19, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $178,080 |
Service code 28 · EIN 20-5926419 | Investment Management | $20,118 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $10,850 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,326 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $112,149 | $88,730+26.4% | $82,312+36.2% | $77,958+43.9% |
| Participation rate | 74.0% | 84.5%-10.5pp | 76.9%-2.8pp | 71.6%+2.4pp |
| Annual return | 18.22% | 20.88%-2.7pp | 25.88%-7.7pp | 20.87%-2.6pp |
| Employer contribution / active EE | $3,003 | $2,758+8.9% | $2,428+23.7% | $2,310+30.0% |
| Participant deferral / active EE | $8,349 | $4,634+80.2% | $3,706+125.3% | $3,537+136.1% |
| Admin fee / account holder | $149 | $74+101.8% | $5,608-97.3% | $97+53.3% |