Filed May 3, 2001
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 |
|---|---|---|
INVESCO2+ years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $157,444 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,392 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $43,447 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $18,720 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $33 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,465 | $80,211-30.9% | $74,184-25.2% | $63,975-13.3% |
| Participation rate | 79.9% | 84.2%-4.3pp | 76.6%+3.3pp | 71.1%+8.8pp |
| Annual return | 5.34% | 14.13%-8.8pp | 17.74%-12.4pp | 48.65%-43.3pp |
| Employer contribution / active EE | $2,906 | $2,553+13.8% | $2,370+22.6% | $2,182+33.2% |
| Participant deferral / active EE | $4,244 | $4,370-2.9% | $3,550+19.6% | $3,356+26.4% |
| Admin fee / account holder | $114 | $67+69.3% | $5,586-98.0% | $70+61.5% |