Filed February 17, 2004
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 |
|---|---|---|
DEW WEALTH STRATEGIES LLC5 years Filed as: DEW WEALTH STRATEGIES, LLC Service code 26 · EIN 01-0560582 | Advisory (Participants) | $12,673 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $3,641 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $262,109 | $129,227+102.8% | $184,256+42.3% | $77,762+237.1% |
| Participation rate | 96.9% | 87.4%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 16.19% | 33.24%-17.0pp | 28.85%-12.7pp | 31.27%-15.1pp |
| Employer contribution / active EE | $10,766 | $4,412+144.0% | $6,427+67.5% | $2,728+294.6% |
| Participant deferral / active EE | $13,895 | $7,307+90.2% | $9,133+52.1% | $4,651+198.8% |
| Admin fee / account holder | $32 | $256-87.4% | $13,899-99.8% | $433-92.6% |