Filed October 18, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
NWPS1 year Service code 13 · EIN 91-2090931 | Contract Administrator | $34,631 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Trustee (dire... | $25,522 |
STILES FINANCIAL SERVICES10+ years Filed as: STILES FINANCIAL Service code 26 · EIN 41-1981331 | Advisory (Participants) | $23,901 |
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 | $382,829 | $46,464+723.9% | $150,298+154.7% | $79,634+380.7% |
| Participation rate | 71.7% | 57.0%+14.8pp | 77.8%-6.0pp | 62.5%+9.3pp |
| Annual return | 15.48% | 27.89%-12.4pp | 62.79%-47.3pp | 36.46%-21.0pp |
| Employer contribution / active EE | $15,533 | $1,512+927.6% | $4,154+273.9% | $2,529+514.2% |
| Participant deferral / active EE | $10,150 | $2,157+370.6% | $5,453+86.1% | $3,835+164.7% |
| Admin fee / account holder | $244 | $891-72.6% | $14,116-98.3% | $1,002-75.6% |