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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $143,779 |
MERCER2 years Service code 28 · EIN 30-0282430 | Investment Management | $18,000 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $18,000 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $8,200 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $4,839 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT 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 | $109,878 | $101,523+8.2% | $141,200-22.2% | $77,775+41.3% |
| Participation rate | 88.6% | 77.4%+11.2pp | 82.5%+6.1pp | 73.2%+15.4pp |
| Annual return | 24.73% | 56.22%-31.5pp | 71.41%-46.7pp | 32.58%-7.8pp |
| Employer contribution / active EE | $4,946 | $3,341+48.0% | $4,736+4.4% | $2,504+97.5% |
| Participant deferral / active EE | $9,681 | $6,434+50.5% | $6,710+44.3% | $3,966+144.1% |
| Admin fee / account holder | $31 | $92-65.8% | $10,265-99.7% | $100-68.7% |