Filed July 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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $92,689 |
TROUTMAN SANDERS LLP7+ years Service code 29 · EIN 58-0946915 | Legal | $63,837 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SVC, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,818 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $7,212 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,201 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $246,593 | $144,879+70.2% | $111,319+121.5% | $93,010+165.1% |
| Participation rate | 99.2% | 86.1%+13.1pp | 77.3%+21.9pp | 73.9%+25.3pp |
| Annual return | 98.20% | 18.11%+80.1pp | 54.68%+43.5pp | 158.70%-60.5pp |
| Employer contribution / active EE | $10,370 | $3,052+239.7% | $2,732+279.6% | $2,705+283.3% |
| Participant deferral / active EE | $13,132 | $5,576+135.5% | $4,488+192.6% | $4,561+187.9% |
| Admin fee / account holder | $33 | $104-68.6% | $7,966-99.6% | $152-78.6% |