Filed May 7, 1997
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.6 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $9,561 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $7,086 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $288 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $606,170 | $58,347+938.9% | $85,709+607.2% | $86,821+598.2% |
| Participation rate | 99.9% | 64.9%+35.0pp | 69.9%+30.0pp | 72.3%+27.6pp |
| Annual return | 15.38% | 18.43%-3.1pp | 21.49%-6.1pp | 97.94%-82.6pp |
| Employer contribution / active EE | $31,241 | $1,751+1684.5% | $2,619+1093.1% | $2,406+1198.5% |
| Participant deferral / active EE | $14,350 | $3,065+368.1% | $3,924+265.7% | $4,132+247.3% |
| Admin fee / account holder | $8 | $147-94.8% | $6,876-99.9% | $170-95.5% |