Filed May 5, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,088 |
Filed as: P&M HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $24,500 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $10,505 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $100 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,970 | $114,195-9.8% | $106,554-3.4% | $93,010+10.7% |
| Participation rate | 94.4% | 86.4%+8.0pp | 76.1%+18.2pp | 73.9%+20.5pp |
| Annual return | 12.23% | 22.18%-9.9pp | 26.80%-14.6pp | 158.70%-146.5pp |
| Employer contribution / active EE | $4,499 | $4,009+12.2% | $2,819+59.6% | $2,705+66.3% |
| Participant deferral / active EE | $6,022 | $5,908+1.9% | $4,398+36.9% | $4,561+32.0% |
| Admin fee / account holder | $100 | $105-4.6% | $7,408-98.7% | $152-34.2% |