Filed July 26, 2006
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 | $85,161 |
CERITY PARTNERS5 years Filed as: CERITY PARTNERS RETIREMENT PLA Service code 28 · EIN 35-2467663 | Investment Management | $83,107 |
KIECKHAFER SCHIFFER LLP1 year Service code 10 · EIN 81-5052000 | Accounting | $15,900 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,765 | $119,446-14.0% | $150,045-31.5% | $85,563+20.1% |
| Participation rate | 73.8% | 75.4%-1.6pp | 82.3%-8.5pp | 66.0%+7.8pp |
| Annual return | 18.44% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,502 | $4,078-63.2% | $4,693-68.0% | $2,654-43.4% |
| Participant deferral / active EE | $8,375 | $7,985+4.9% | $7,997+4.7% | $4,375+91.4% |
| Admin fee / account holder | $294 | $548-46.4% | $13,435-97.8% | $834-64.8% |