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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,489 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN ARASE & CO. LLP Service code 10 · EIN 95-2036255 | Accounting | $22,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,282 | $82,783+33.2% | $133,956-17.7% | $90,288+22.1% |
| Participation rate | 92.7% | 81.3%+11.4pp | 79.8%+12.8pp | 73.4%+19.3pp |
| Annual return | 19.71% | 21.89%-2.2pp | 45.09%-25.4pp | 53.97%-34.3pp |
| Employer contribution / active EE | $12 | $2,388-99.5% | $3,919-99.7% | $2,524-99.5% |
| Participant deferral / active EE | $4,964 | $4,291+15.7% | $5,048-1.7% | $4,232+17.3% |
| Admin fee / account holder | $473 | $93+409.1% | $8,927-94.7% | $114+314.5% |