Filed October 19, 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.
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 | $135,541 |
MERCER1 year Filed as: MERCER (US) INC Service code 28 · EIN 13-2834414 | Investment Management | $37,750 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $7,989 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $4,855 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,593 | $96,458+4.3% | $136,298-26.2% | $77,958+29.0% |
| Participation rate | 78.3% | 75.4%+3.0pp | 81.9%-3.6pp | 71.6%+6.7pp |
| Annual return | 19.57% | 23.78%-4.2pp | 5156.27%-5136.7pp | 20.87%-1.3pp |
| Employer contribution / active EE | $3,384 | $3,144+7.7% | $4,696-27.9% | $2,310+46.5% |
| Participant deferral / active EE | $7,444 | $5,902+26.1% | $6,247+19.2% | $3,537+110.5% |
| Admin fee / account holder | $37 | $80-54.5% | $9,244-99.6% | $97-62.4% |