Filed December 16, 2013 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 12 · EIN 34-1479833 | Direct payment from the plan; Plan Ad... | $1,952,772 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 28 · EIN 94-1737782 | Investment Management | $780,596 |
SCHARF INVESTMENTS LLC2+ years Service code 27 · EIN 26-3775085 | Advisory (Plan) | $47,553 |
PRIVATE OCEAN2+ years Service code 27 · EIN 20-5742052 | Advisory (Plan) | $45,788 |
Service code 27 · EIN 81-0698246 | Advisory (Plan) | $31,437 |
TCI WEALTH ADVISORS INC1 year Service code 27 · EIN 86-1002710 | Advisory (Plan) | $22,197 |
THOMASPARTNERS INC2+ years Service code 27 · EIN 04-2489016 | Advisory (Plan) | $18,530 |
Filed as: FRONTIER INVESTMENT MGMT Service code 27 · EIN 75-2328323 | Advisory (Plan) | $18,501 |
CAPITAL ADVANTAGE INC2+ years Service code 27 · EIN 94-3307876 | Advisory (Plan) | $16,347 |
MARIN FINANCIAL ADVISORS2+ years Filed as: MARIN FINANCIAL LLC Service code 27 · EIN 38-3718954 | Advisory (Plan) | $15,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,978 | $93,756+71.7% | $133,975+20.2% | $329,111-51.1% |
| Participation rate | 97.8% | 89.7%+8.1pp | 87.1%+10.7pp | 67.9%+29.9pp |
| Annual return | 11.52% | 20.33%-8.8pp | 29.29%-17.8pp | 16.35%-4.8pp |
| Employer contribution / active EE | $5,300 | $3,619+46.4% | $5,211+1.7% | $2,303+130.1% |
| Participant deferral / active EE | $9,226 | $5,685+62.3% | $6,282+46.9% | $3,682+150.6% |
| Admin fee / account holder | $56 | $90-37.3% | $9,324-99.4% | $754-92.6% |