Filed January 25, 2000
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 | $27,029 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $10,721 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,773 | $2,703,213-94.9% | $165,100-16.6% | $200,096-31.1% |
| Participation rate | 97.3% | 78.4%+18.9pp | 78.6%+18.7pp | 72.0%+25.3pp |
| Annual return | 0.08% | 17.97%-17.9pp | 70.21%-70.1pp | 34.26%-34.2pp |
| Employer contribution / active EE | $371 | $2,973-87.5% | $4,348-91.5% | $3,038-87.8% |
| Participant deferral / active EE | $1,242 | $5,021-75.3% | $6,035-79.4% | $5,090-75.6% |
| Admin fee / account holder | $16 | $1,999-99.2% | $12,696-99.9% | $269-93.9% |